Banking

The banking tech trends that will dominate 2020

More clients are opting to work after they retire "to stay active and contribute professionally while also supplementing their income.”

The bank created a new unit that houses its Marcus online lending business and credit-card venture with Apple.

“By and large, many simply have not yet saved enough to retire comfortably.”

Higher-than-anticipated health-care costs are among the most unexpected expenditures clients face in retirement.

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.