Retirement planning

One of the largest RIAs in the country is adding another purchase to its hot streak of acquisitions, which included the former United Capital from Goldman Sachs.

High interest rates and a wobbly stock market continued to fuel the Great Annuity Boom this past summer.

Beneficiaries and retirement account owners born in 1951 in particular may be in luck.

The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.

The rapidly rising cost of medicine is leaving inflation in the dust, new research shows. Here's how advisors can help retirees cope.

Overall, customers expressed greater satisfaction with their retirement plans' websites and mobile apps this year, but experts say there's still much room for improvement.

Americans over age 60 reportedly lose $28.3 billion each year to fraud. The problem may be even worse than advisors thought, a new study says.

Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.

Even the markets' recovery this year wasn't enough to improve working Americans' retirement prospects, a new study found.

In terms of cost of living and quality of life, researchers say these are the five best places to spend one's golden years — and none of them are in Florida.

From tax concerns to investing opportunities, there are a surprising number of benefits to claiming on the earlier side.

Advisors should focus on investments that add income prudently while steering clear of high yield.

Retirees get the most out of Social Security if they file at age 70. But according to new research, only 10% of Americans wait that long.

Even amid high inflation and an uneven stock market, millions of Americans still strive for FIRE — "financial independence, retire early." But to keep the dream alive, they've had to change it.

The Internal Revenue Service is giving people until 2026 to comply with a new requirement for Roth catch-up contributions.

Americans owe over $1.6 trillion on federal student loans, and repayment starts this fall. There are options for blunting the burden on clients.

Kostiantyn and Kseniia Dmitriiev survived the war in Ukraine. Can they survive the U.S. economy?

Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.