Retirement planning

"I'm not right for you," along with other surprising things I tell clients.

Investment advisors and broker dealers have different “relationship models” with clients, the chairman says.

The ruling scuttles the state AGs' bid to win reconsideration of the DoL’s regulation.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

What should advisors expect from the upcoming regulation?

The platform provider is pushing the concept hard, but early reviews are mixed.

Filing for Social Security can be a wrong move if seniors are still employed and earning a wage income.

Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.

The number of clients owning taxable brokerage accounts has increased 10 percentage points over the past five years, while ownership of employer-sponsored plans remained unchanged.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.