Retirement planning

Couples should "practice being retired," taking long vacations and spending more time together -- but not too close to the kids.

Plan sponsors face mounting fiduciary responsibilities, and both sponsors and participants crave advice. Both those trends give RIAs a fiduciary edge in seeking growth.

In laying out exam priorities for 2015, regulators cite mounting complexity of products and services in the retirement space.

A new book says the looming crisis is the result of lawmakers' inaction as well as people's poor saving behavior and decisions.

Too many advisors and clients continue to view Social Security as a separate part of their retirement portfolios.

A comparison of 'decision rules' with rebalancing suggests that advisors may not be giving one simple strategy the credit it deserves.

If your client is retiring due to boredom on the job or because it just feels like the right time, they may not be prepared; Plus, clients have two options in claiming lump-sum payments from Social Security.

The ideal investing approach should control downside risk while also achieving a reasonable rate of growth. Here are a few suggestions.

Biases that arise from misconceptions (and laziness) can do lasting damage to a client's retirement plan and an advisor’s business—the popularity of "file and suspend" is just one example

It's impossible to put clients first if advisors offer subpar advice, or ignore the government program altogether.

"If you think you have no special needs clients, you probably are not asking the right questions,” says Mike Walther.

The share of families with an individual account retirement plan such as an IRA or 401(k) is decreasing, but the assets in those plans are increasing, according to a new study.

Clients with both pre- and after-tax money in their employer plans can allocate distribution to separate retirement accounts.

The retirement plan industry is evolving rapidly. Here are a few key trends that will help advisors looking to engage in the retirement plan market.

If you want to find the next generation of talented advisors, you may need to know which schools are educating them. The CFP Board certifies 372 educational programs, from certificates to Ph.Ds. See the 35 standout colleges, universities and other educational programs that made our list.

FINRA arbitration panel sides with a former Commonwealth Financial Network client who claims he lost his retirement savings due to bad retirement planning advice.