Alexandria Partners’ CEO asks InVest Conference attendees how much they assume they are being clear.

Chelsea Emery, Moderator, Editor-in-Chief, Financial Planning, Augustine SC Hong, CEO and Co-Managing Partner, Alexandria Capital, Peter Phelan, Founder & CEO, ValuesCulture, Patrick Tucker, Founder, True Measure Advisors

The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.

The firm's two new hires are the latest in aggressive recruiting efforts and joined from rivals RBC and Wells Fargo.

Analytics for retirement readiness

Sebastian Dovey, Moderator, Conference Chair, Renée D. Brown, CMO, Retail Financial Services, TIAA, Steven Dorval, President, John Hancock Personal Financial Services LLC, Matt Fellowes, CEO, United Income, Roger Lee, CEO and Co-Founder, Human Interest

Lee Conrad, Moderator, Senior Editor, Financial Planning, Millie Arora, Political Scientist and Economist, ReD Associates, Nimish Shukla, CFA, Co-Founder and Head of Retirement Income Blueprint Income

Experts point out that the two generations have more similarities than some advisors may think — and both present major potential growth opportunities.

Retirement investors should ensure that their portfolios can withstand rising interest rates, inflation and recessions.

Clients must still account for gains not incurred through a sale or cash distribution.

Socking away all retirement savings in traditional 401(k) and IRA accounts may no longer be wise.

Labor costs often make up the largest expense for firms. Follow these approaches for an equitable and rewarding structure.

The wirehouse has lost at least 123 advisors managing $15.7 billion in client assets year-to-date, according to other firms’ hiring announcements.

Industry changes and ongoing bank scandals have tilted the playing field in favor of smaller brokerages.

The change is needed to better align the interests of RIAs and the custodians that serve them.

Although the cost of living adjustment increased 2% this year, half of retirees cannot expect a substantial increase in their benefits.

After graduating with a financial planning degree, this advisor-to-be took a detour to Disney World, where the lessons applied more than he’d anticipated.

The firm allegedly hired and promoted fewer women than men and paid them less than their male counterparts.

Two in three plans offer a Roth savings feature, an option 401(k) participants should take advantage to reduce their tax liability.

Joe Voboril claims he was wrongfully terminated after an investigation into another banker’s alleged inappropriate sexual conduct, according to his lawyer.