Retirement planning

The registered investment advisor is becoming a portfolio manager, more than an advisor.

This month's story on retirement is applicable to all our readers. We focused on mass-affluent investors, which, for this story, we viewed as those with decent jobs, and some money, but not enough to be truly confident of a comfortable retirement.

We all know the stats — 10,000 people a day will retire for the next 20 years. And guess what? Most of them aren't rich. Many fall into the "mass-affluent" category, which means they have some money, but they can't afford to make any mistakes. And many of them have very little time left. What can you do?

Advisors have to walk a tightrope when retired clients show signs of dementia. How do you follow your clients' wishes and also do what's best for them when those two things begin to diverge?

What every advisor should know about government insurance to better serve clients.

As America grows older, advisors shift practices from accumulating wealth to generating income.

The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud.

The new practice management program includes retirement seminars, educational materials with action plans, online tools and a structured framework that financial advisors can follow with their clients, the company said.

Neil Bathon, founder of Fuse Research Network, has big plans for the research shop.

Wells Fargo Advisors Financial Network has added four practices.

Neil Bathon, founder of FUSE Research Networks, has been on the forefront of research and analysis of the retirement and asset management industries for the last four years.

Your IRA Expert examines life insurance benefits, the five-year rule, and required minimum distributions.

3D Asset Management today officially unveiled Vincent Leon as vice president and National Sales Manager overseeing all sales, marketing, and distribution for its Intermediary and Retirement channels.

More seniors are concerned about Medicare than about any other financial issue, topping even those who are worried about having enough money to enjoy retirement, according to a survey by Allsup.

Marc Jimenez, former regional director for Dimensional Funds, a $240 billion mutual fund family, has joined Cambridge Southern Financial Advisors to run the firm’s new Denver office.

Instead of expected retirement at the age of 65, the number has gone up to 75, according to My New Financial Advisor's survey.

Millions of Americans are facing their own personal fiscal cliff, with half of middle class investors saying their most important day-to-day financial concern is paying the bills, never mind saving for retirement, according to a survey from Wells Fargo. What can advisors do to help?

Facing a growing demographic of Americans who likely have not saved enough for retirement, BlackRock launched The BlackRock Retirement Center, a new digital retirement platform that offers individuals access to resources, tools and insights about their pending retirement.

Callan Associates has added Dana Brown to its Fund Sponsor Consulting group as senior vice president.

OppenheimerFunds has launched the CEO Advisor Institute, which combines business management, personal and professional development content and investment thought leadership for advisors.