Client strategies

Many clients think their workplace retirement plan is not worth it if there is no employer match contribution; Plus, how retirement plans can underestimate inflation

Many non-working spouses are allowed to have an IRA but fail to open this type of account; Plus, suggestions from experts on fixing Social Security.

Couples should "practice being retired," taking long vacations and spending more time together -- but not too close to the kids.

Next-generation advisors, next-gen clients and next-gen technology are at the heart of TD Ameritrade's newest programs for advisors.

The steep rise in long-term care insurance rates won't affect many advisors' commitment to using them for clients, experts say.

Clients that purchased an investment from their financial institution will keep their deposit and credit products longer, increasing the profitability of the institution overall, a new study shows.

Congress should revamp Social Security to ensure that retirees will receive at least 75% of their benefits in case the trust fund is depleted, says a professor.

Investors have regained their faith in financial firms, but advisors still have work to do, a new study shows.

Client confusion over what Social Security agents can and can't do means missed opportunity and money left on the table. Savvy advisors can help.

Newly bereaved spouses can face a host of unfamiliar financial issues, and older women are at particular risk. Here are a few specific ways that advisors can help.

In the digital age, advisors are prime victims for attackers seeking pertinent information. Here are some preventative tips to fend off cyber-attacks.

Customer alleged that broker made unsuitable recommendations of mutual funds, structured products and equities that set him back more than $125,000.

The additional revenue from President Obama's expected proposed tax increase would be used to fund programs to assist the middle-class; Plus, how to help a client who missed employer's matching 401(k) funds.

While underfunded public-pensions have been in the spotlight in recent years, another problem that has not received as much notice is the nearly $1 trillion in unfunded health care liabilities.

Even the wealthiest clients are happy when their advisors uncover extra cash for them. Here’s how to do it.

The firm will offer advisors expanded trust services and support with multi-generational family planning.

The IRA contribution limit in the U.S. is $5,500; Canada's limit is $20,000. If an investor is willing to put away that much money, why not allow it, one write asks.

Advisors in the Midwest and on the West Coast noticed information from their accounts on Pastebin, a website notoriously used for posting hacked or leaked information.

Banks are expected to start rolling out digital wealth management offerings this year that could attract young clients who favor a mix of technology and personal advice.

Failure to align business practices with a client's needs may invite scrutiny, the regulator warned.