Practice

Nearly half (48%) expect to retire with debt, primarily mortgage payments followed by credit cards, car payments and student loans.

Investors withdrew money last month from Vanguard Group's emerging markets exchange-traded fund, the industry's largest, after the firm said it would replace the fund's index.

Expect reinforcements to Sentinel Investments' defined contribution team.

My favorite lobbying move of the year came in early May, in, of course, Washington, D.C.

While the U.S. Congress views the convergence of more than $600 billion in tax increases and spending cuts set for Jan. 1 as a “fiscal cliff,” the metaphor misses the economic reality of what could follow.

As the week winds down with lawmakers and the White House still at odds over dueling proposals to avert the fiscal cliff, a growing number of voices in the debate are suggesting that the year-end deadline could pass without a deal, initiating a set of across-the-board tax increases and automatic spending cuts.

Through a new online tool that ages a consumer’s photo, investors can catch a glimpse of what they’ll look like many years down the road.

Wall Street’s cost cuts and dismissals, which have helped erase more than 300,000 financial- industry jobs in the past two years, are far from over.

Late night comedian David Letterman joked, “Everybody is talking about the fiscal cliff. And I'd be talking about the fiscal cliff too, if I knew what the hell it was.” Your clients and prospects are probably just as worried, and twice as confused.

With 20% of wealthy investors under age 55 planning to change their primary advisor in the next 12 months, tech enhancements may be the difference between acquiring or losing clients.