Subject Root Tag

More than half of retirees said they were not at all interested in longevity insurance, according to a recent survey. Surprised? Take a look at some of the other results.

If retirement is abstract to clients, ask specific questions to make it more real to them, such as: “Where will you be living? What does your house look like? What are you doing?"

Once advisors have this conversation with clients, it can turn into a powerful referral source, says Rob Kron, head of investment and retirement education at BlackRock.

These firms may actually be the worst positioned to capitalize on the robo trend, Michael Kitces writes.

An offering that can grow with a client, Ally Invest's president says, will stand out in the digital advice field.

The new offering has been rolled out to roughly half of the 2.65 million households the bank serves, with the remainder to come on board by the end of September.

Each pre-retiree couple is in a unique circumstance, and needs to account for their health and longevity, as well as their willingness and ability to work.

The big custodian chose a 35-year company veteran to take over the long-vacant position.

Regional brokerages and firms that assist breakaway advisors have been picking off top talent at the wirehouses.

One of the regional firm's new hires had a previous career as a minister in Louisiana.

The regional broker-dealer added four new advisors to the 32 recruits picked up this year alone.

“You can’t serve the public if your employees are shellshocked,” said one top banker, comments echoed by other institutions dealing with the aftermath of Hurricane Harvey.

The regional firm has been a recruiting tear, picking up a number of ex-wirehouse teams.

Fifth Third Bank tweaks microinvesting premise with software that rounds up debit card purchases to help pay back educational loans.

Clients are wary about investing in companies that might never develop a product beyond the R&D stage, says ROBO Global’s CEO.

Attorneys are preparing written objections to the settlement, which they may file in the next 15 to 30 days.

Contrary to industry chatter, the new standards will likely benefit advisors working with actively managed funds, Michael Kitces writes.

The SEC's June 2016 settlement with Merrill Lynch was one of its biggest cases of the year by dollar amount.