Portfolio

Education loans accounted for 30% of installment debt for pre-retirees in the 55 to 64 age bracket, according to a LIMRA survey; Plus, 5 signs your clients rely too much on Social Security.

Financial Planning unveils its annual list of the industry's biggest independent broker-dealers.

Planners agree that the strategy is a boon for high-income clients, but controversy swirls around the issue of timing.

Children still like paper statements, but Mom and Dad's reliance on plastic has meant less loose change ending up in the piggy bank. Mobile banking is hot, but peer-to-peer payments are off to a bit of a slow start.

Crafting messaging goals for fund providers in an era of strict regulation can be stressful. But communications firm Blu Giant says there are ways to develop strategies, even for social media, that can keep a provider from drowning in too much information or sinking under regulatory fines.

It was only the second time in a decade that the funds have shrunk at the start of June, in part because it coincides with a period when investors get paid from maturing debt and interest.

Even if you still want to enjoy stepping back, consider what your practice needs to keep performing at an optimal level.

Advisors choosing independence do well as a pack.

Clients need to embrace new ways of learning in retirement because the deeply ingrained ways from earlier in life are less effective in later years; Plus, 4 ways clients are sabotaging their retirement in their 30s.

As robo advisor firms rush to offer customers rock bottom fees, some fintech players say this business model is unsustainable unless companies scale up, acquire massive AUM or offer premium features.