Special Program Root Tag

Cognitive and health issues can make meeting with older clients more difficult. Here are some tips to help advisors break down communication barriers.

For the first time, more than half of all 401(k) contributions will go into target-date funds, research firm Cerulli Associates estimates. It projects the assets in target-date funds to hit $2 trillion by 2019.

With assets of $110.4 billion, Pimco Total Return fell behind the index-tracking Vanguard Total Bond Market Index Fund, which had $117.3 billion as of April 30, according to preliminary data.

With a spousal-sharing rider, couples are betting that they won't both need LTC at the same time.

A recently proposed expansion of the fiduciary standard to include rollovers and IRAs by the Department of Labor means authorities could give the industry more than just fines to worry about.

Funding for startups hit a high of $17.7 billion in the quarter, from $15.6 billion in the fourth quarter of 2014, because hedge funds, mutual funds and private equity firms all put money on the line.

Helping older clients understand that it would be wise to change their place of residence is a knotty and sensitive task.

Helping older clients understand that it would be wise to change their place of residence is a knotty and sensitive task.

Introducing elderly clients to online performance reporting and budgeting tools can be a win-win for advisors and their clients.

Advice for senior clients.

As boomers cross the 65 age barrier, they may face elder scams and dementia, but advisors are in a position to help.

New products, under the broad label of liquid alternatives, bring a value proposition of greater opportunities for diversification coming from sources that are largely uncorrelated to the equity and fixed income market, at least by historical measures.

Bill Gross said he wouldn’t hire Ben S. Bernanke as an advisor. He’d rather read the former Federal Reserve Chairman’s blogs and tweets.

Former Federal Reserve Chairman Ben S. Bernanke's new senior adviser role at PIMCO is his second consulting agreement with a top money manager in as many weeks.

Lattice Strategies founder, Theodore Lucas, and Darek Wojnar, head of single-asset strategies at Lattice, discuss the separately-managed account provider's first ETF offerings and investment focus on risk.

Many financial professionals are accepting the idea that they likely won't beat the market and that investors therefore would be better off in low-cost index funds.

ETFs that hold U.S. Treasuries are seeing more cash inflows this month than any other fixed-income funds for the first time this year.

Mom-and-pop investors may sink $350 billion into debt funds globally this year, adding to the $3 trillion they've already poured into bonds since 2008.

Financial advisors are just as critical about what they deem is a good company website and an increasing percentage will make decisions about whether to engage and choose product offerings based on a site's quality and ease of navigation.

While U.S. stocks have spent long stretches of the past six years rallying without the help of fresh mutual fund money, Bank of America and Exane BNP Paribas say the withdrawals show rising concern as the Federal Reserve weighs raising interest rates.