Demographics

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.

Seniors looking to launch a business should consider collecting their retirement benefits early.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

Clients who prefer a simple retirement investing strategy should consider a dividend stock index fund.

Planners have picked up some bad habits over the years. Here’s what do to about it.

Many millennials find it difficult to think beyond their student debt, which averages $32,731 with an average monthly payment of $393, according to the Federal Reserve.

Geography, occupation and family size will determine whether the bill helps or hurts.

The cryptocurrency attracts a generation that believes in the power of networks.

If clients set aside a portion of earnings in a 401(k) or IRA, taxes weren't forgiven, just deferred. They'll still owe money to the IRS at some point.

In an industry full of late adopters, being on the cutting edge can win young clients.

Three burgeoning technology movements that might catch advisors by surprise.