Retirement planning

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset.

The law will increase benefits for millions of retirees, but it's still not clear where the added funds will come from.

The vast majority of seniors surveyed about Social Security's COLA say the number should be as much as five times higher than the government is forking over this year.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

AI-driven faux-emotional chatbots pose existential questions about the future of human financial advisors.

As Americans prepare for a more crypto-friendly government, do digital currencies deserve a place in their nest eggs?