Resources

A series on healthcare costs in retirement

Advisers must understand the complexities of Social Security benefits available.

Why clients should prioritize savings and not depend on benefits.

Clients can withdraw claims and reapply at a future date, with some restrictions.

Here is the third segment of the expanded Top 100 Bank Advisors. You can see the top 50, as well as those who ranked 76-100, in our corresponding slideshows.

The signature ranking has adapted over the years to reflect a changing industry. Fee business is more important than ever for advisers — and for the list.

The top adviser this year, Peter Shieh from Citi, understands how clients' behavior can affect their investments, and his job.

Here is the fourth and final segment of the expanded Top 100 Bank Advisors. You can see all the others (1-75) in our corresponding slideshows.

While they report a high level of readiness, advisers worry about the rule's impact on low-net-worth clients.