Retirement planning

Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.

Client milestones don't take a vacation — and neither does the demand for sound financial advice.

As the economy improved, investors favored different products — ones that matched the complexity of the moment.

Schisms among parents, children and siblings are on the rise in the U.S. and must be factored into wills, powers of attorneys and other legal instruments.

Whether it's due to a health problem or a layoff, many Americans don't get to choose when they leave the workforce. Advisors can help them be ready.

To pay for their kids' education, many Americans are postponing their golden years — or cracking open their 401(k)s.

The oldest segment of the U.S. population is rapidly growing, creating both opportunities and challenges for financial advisors.

The Financial Independence, Retire Early movement presents a unique challenge for advisors: Keep the dream alive, or throw cold water on it?

The Senior Citizens League worries the increase won't be enough to keep up with rising prices for housing and healthcare.

Gen X Americans stand to inherit $29.6 trillion by 2045. Only 12% think they'll see the money.

Rollovers are difficult, complicated and prone to costly mistakes. In other words, they're a chance for wealth managers to shine.

For the cohort also known as Gen Y, making sure their parents are happy and healthy is more important than receiving a generous bequest, a new Edward Jones study found.

From paying for private school to worries about overfunding an account, here's how to help your clients get 529s right.

3 viable options for under-65 clients trying to bridge the gap between quitting work and Medicare.

A multi-year study shows where and how advisors can focus on growing on their own as dealmaking slows.

Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.

A 401(k) feature called auto-portability could save Americans trillions of dollars. Why isn't it more common?

With bond prices plunging at the same time as stocks, can government securities still act as a hedge?

For annuities, 2023 got off to an extraordinarily strong start. In the first quarter, the insurance products reached a record-breaking $92.9 billion in sales.

Women's wealth is growing faster than ever. But the finance industry is not keeping pace with the wealth transfer, leaving potential clients behind.