Retirement planning

Despite a sales dropoff, experts forecast growth from product innovation and latent demand.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.

Advisors are offered new automated tools to help clients manage a life after work.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Saving too much for retirement could force clients to take loans or make withdrawals that would carry taxes and penalties.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Here’s how advisors are replacing traditional methods.

Some say the changes could make the Federal Housing Administration's program less attractive to borrowers, but they could also improve the market.