Demographics

Planners can help empower clients facing a transition that can feel "lonely and daunting."

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

Allison Felix was promoted after 17 years at the firm, part of a transitional process to eventually become CEO.

Acorns co-founder Jeffrey Cruttenden says clients would vote, if they realized they had the rights.

Clients who intend to leave a legacy to their loved ones should consider using a Roth IRA.

Looking ahead to the day that many young investors will fire their parents’ advisors, how does an advisor scoop up those unattached clients?

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forgo the least amount of money.

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

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

Older clients have more assets, but younger investors are leading the digital charge.

Debt among 65-year-olds has increased by 48% between 2003 and 2015, according to research by the Federal Reserve Bank of New York.

As baby boomers exit the workforce, they perpetuate a problem that has long dogged Social Security in that there aren’t enough workers to replace them.

Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

Want to know where the smart-money minds go when off the clock? It’s here.

It has become increasingly difficult to time the market.

The wealth management platform of the future can manage client finances without having to interact with advisors, says Wealthfront CEO Andy Rachleff.

Seniors receiving pension payments should ensure that their tax withholding is enough to cover the tax liability on the income and avoid trouble with the IRS.

The firms are seeking to tap into the growing demand for ethical investing.

Only about a third of advisors have an asset-transfer plan in place, according to research.