Demographics

Speculation grows that any retailer with a robust e-commerce platform, physical ubiquity, brand awareness and trust could become a wealth management player.

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.

Broker-dealers and financial advisors pay a steep penalty for failing to keep up with digital trends.

A tech-savvy Generation X is poised to become a practice's most valuable clientele. But slick apps and interfaces aren't enough to attract this group of investors.

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.

Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.

The first U.S.-listed marijuana ETF already has inflows of $386 million this year.

The contributor was recently called to be an expert witness and realized that defending a retirement plan in court can provide a good opportunity to better understand a portfolio.

Planner Matthew Boersen used youth to his advantage in appealing to older clients.

Raising the payroll tax is the easy way (in theory); here are other solutions for funding the Social Security shortfall.

Retirees are advised to step back to get a better perspective and then review their asset allocation in their portfolio.

Clients have a hundred—if not a thousand—possible options to consider when claiming Social Security benefits.

John Taft comes to the firm after a long career in wealth management. He will focus on developing advisor services and recruiting new teams.

Clients shouldn't let their egos get in the way when making investment decisions. They will be better served with a dispassionate asset mix that's rebalanced annually, rather than making investing decisions "in purely personal terms."

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

The challenge for Tim Buckley isn’t just managing growth. It’s ensuring they can keep investors’ feet on the ground.

Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.