Banking

With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.

Other firms have trod a similar expansion path — and stumbled. Will Laidlaw find its footing?

Clients should understand Medicare, Social Security and 401(k) changes that will impact on their retirement savings and income.

To secure retirement for both spouses, married clients need to determine their savings rate in their 401(k)s and take advantage of the employer's match.

Female clients should start as early as possible and take advantage of the employer match, contributing at least 15% of their income.

Direct lenders, including hedge funds and buyout firms, are prepared to spend billions to lure borrowers away from the $1.2 trillion leveraged loan market.

One tip for younger clients is to create multiple income streams that are subject to varying tax treatments.

It looks bright, says the CMO of Carson Group — but only if advisors face up to the problem and actively convert it into an opportunity.

Banking and robo advice will be part of the new digital offering, United Capital's CEO says at MarketCounsel.

"A long life is wonderful, but it is also costly and a bigger drain on resources," an expert says.