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Though it can often pay to wait, advisors should help clients determine when it makes sense to file earlier for spousal benefits.

Variable annuities held by clients might not need to be annuitized to deliver cash flow.

The asset management business dodged a bullet in late July when the Financial Stability Oversight Council decided not to regulate large fund firms the same way as big banks and industry experts are projecting that the industry will now be in the clear going forward.

For advisors and their boomer and retiree clients, the new rules from Treasury could be a game changer for how they allocate 401(k) and IRA assets going forward.

Advisors should help their female retiree clients balance their well-placed concerns about longevity with their tolerance for risk.

Advisors warn despite the appeal of quarterly income from energy MLPs, retired clients should proceed with caution because these investments usually make tax-sense only with long-term commitments.

With retirement-aged couples divorcing with ever more frequency, financial planners should be ready to help recently divorced clients adjust their plans for retirement.

As more people work after they consider themselves retired, planning for retirement income becomes even more multi-faceted.

Beyond an increase in benefits, another compelling reason for clients to delay claiming Social Security benefits is the potential tax savings.

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With longer lifespans, assuring steady income streams for life means that many retirees will have to invest more aggressively. How are advisors putting those plans into action?

Is Your Series Trust the Wrong Fit?

Outreach to asset management company clients through newsletters has dramatically changed in recent years with firms now seeking more creative ways to connect with their stakeholders.

While active ETFs still represent less than 1% of ETF assets in the U.S., they're poised for more growth in coming years.

A Roth conversion that increases reported income might also decrease health insurance premium tax credit and thus bumping up the cost of the conversion.

Real estate investing and retirees in the same sentence scares many financial advisors. But one, who teaches such strategies, gives them a green light if clients follow a few of his cautions.

Guaranteed pensions still exist for some lucky retirees; financial planners need to know how help those clients make the best pre- and post-retirement planning decisions to effectively manage the steady income.

As more and more advisors consider alternative investments, they must ensure that they are conducting thorough due diligence before recommending hedge funds, private equity funds or other non-traditional assets.

As more and more advisors consider alternative investments, they must ensure that they are conducting thorough due diligence before recommending hedge funds, private equity funds or other non-traditional assets.