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One critical theme running through the third annual Financial Behavior in Retirement Summit in Chicago focused on how life planning is critical for advisors that want to help clients plan for retirement.

Rick Kahler of the Kahler Financial Group said at the Financial Behavior in Retirement Summit in Chicago on Monday that when planners discuss money with clients, they have to be careful because when they hit a “fear trigger,” clients may get overwhelmed and shut down without the planner realizing it.

And 38% have a target nest egg in mind.

Twenty-six percent of those between 45 and 54 are worried about having to work longer. Overall, 19% dread having to rely on others for support, and among those 18 to 34 years old, this fear rises to 34%.

The SEC will vote on raising the threshold for registration from $25 million to $100 million.

The story in the municipal bond market this month has been bleak. The story in the municipal bond exchange-traded fund ­market has been even bleaker.

Advisors may want to heed stats noting that Android and iPhone are crushing BlackBerry when it comes to business use and app development.

Increased regulation has been widely cited as a catalyst for the recent wave of bank acquisition deals, but lately regulators have been throwing some wrenches into the works.

In the absence of global resolution rules, a hard-to-pronounce buzzword has crept into the debate on winding down big banks: subsidiarization.

Collapsing margins – but serving customers better. Integrating complex platforms – then setting up standard-setting data centers, out of fresh cloth. Here’s how 10 top CIOs became the best on Wall Street.

How an advisor frames the discussion will determine client decision-making, said Brian Gaffney, CEO of Allianz Global Investors Distributors, and luncheon keynote at the Financial Behavior in Retirement Summit in Chicago on Monday.

Companies, employees and financial advisors all benefit when 401(k) sponsors take plan administrators’ advice.

Helping clients understand who they really are can improve their financial results, said Hugh Massie, founder of Financial DNA, during a talk at the Financial Behavior in Retirement Summit in Chicago on Monday.

NetX360 has a 96% adoption rate among affiliated advisors in the RIA and broker-dealer channels.

With around $100 million of annual revenue and deposits of $10 billion, the acquisition would fit into U.S. Bancorp’s years-long effort to build its corporate trust business.

Organization management firm SmithBucklin is leading the hunt for the new face of BISA.

Cost, confusion, denial and mistrust of providers are the roadblocks that keep pre-retirees and retirees from planning for their future healthcare needs, said Katy Votava, president and founder of Goodcare, at the Financial Behavior in Retirement Summit in Chicago on Monday.

The Securities and Exchange Commission will vote Friday on new registration rules for hedge funds and private equity funds.

The wide availability of data in the media and on the Internet has not made the decision of how to plan for retirement any easier, said Timothy Noonan, managing director at Russell Investments, during the keynote address at the Financial Behavior in Retirement Summit in Chicago Monday.

While concerns about not being able to pay for healthcare in retirement have abated somewhat to 23% of Americans, down from 30% in 2006, more people, 19%, are worried about having to work longer to supplement retirement savings, up from 12% in 2006, according to a survey of 1,008 people conducted by Opinion Research Corp. for Edward Jones.