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The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.

Be it retirement, college saving or planning for emergencies, goals should drive the investments.

Early withdrawals from employer-sponsored plans can derail retirement, but may be necessary.

Sept. 11: Managers have been told to prepare for spending more on research and trading services they get from banks.

The pension fund wants to outsource some or all of its $26.2 billion in private equity investments with the money manager, people close to the matter said.

Data reported by the Investment Company Institute.

The average deal size for an RIA transaction is over $1 billion in AUM, according to Schwab.

Danny O’Connell, MBA, a Life & Qualifying member of MDRT with seven Top of the Table honors, started in the financial services industry in 2001. Since 2006, he has focused on health insurance, life and disability for employers and individuals. Today he is recognized for his ability to help navigate the complicated Affordable Care Act system. O’Connell is the founder and CEO of Next Level Insurance Agency. He serves as president of National Association of Insurance & Financial Advisors – Dallas and a state Trustee for Texas.

Tony Miscimarra is managing director of BondWave.