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Recent moves by Google to create high-quality searches for mobile devices mean advisors need to upgrade websites that haven't kept up with the latest technology.

If clients are still working, starting Social Security before age 66 may cause even further reductions in their current benefits. But there are instances when it make sense to claim early.

Social Security personnel don't always give full information when clients inquire about benefits

Advisors should include Social Security benefits not just in income calculations, but as an integral part of the bond/annuity portion of clients' portfolios.

The ssa.gov website offers several tools for advisors and clients to project retirement income.

Financial planners are looking for better valuations in developed economies overseas.

One year after qualified longevity annuity contracts were included as an investment within traditional IRAs and participating employer qualified plans, more people begin to appreciate the product's simplistic design and unique value propositions; Plus, three retirement loopholes that are likely to close.

Hybrid robo Autopilot provides clients with a 24/7 asset management call service, while Market Movement Strategies connects advisors with top strategists.

Analysis: Instead of the big financial monolith dictating your financial life, the power is shifting to the client -- the emerging platform is one truly built from the ground up around one simple concept: "Me."

Advisors aren't so happy this year, in particular due to changes in comp plans and subpar leadership, according to the new J.D. Power study.

Focus now has 34 partner firms nationally and three in the suburban Chicago market with the addition of Relative Value Partners.

Steve Prostano, the former CEO of Silver Bridge Advisors, joined the bank's wealth management group to develop services for the ultra-wealthy.

A trio of advisors leaves the wirehouse for the independent channel at Raymond James.

Once clients have a realistic idea of what to expect, advisors can help them reach a target number for retirement savings.

Face-to-face effort is one reason why BMO Global Asset Management has amassed $249 billion in AUM, with established footprints not only in Asia but even in the oil-rich Middle Eastern Gulf nations.

Lord Abbett applied with the SEC to create an interfund lending facility, the second such move by a large money manager in the past week.

A potent mix of factors have created fertile conditions for elder financial abuse. Here's how advisors can better protect older clients from fraudsters.

Six years into a bull market, could a value tilt confer an advantage? Here's what the numbers say now.

Mergers and acquisitions can be critical for firm growth. Here’s how to be sure they’re successful.