Demographics

Communicating about life goals and managing expectations will be crucial to how planners advise the next generation of clients.

Advisors with clients opting to stay in more expensive states need to be prepared to help them with those costs.

With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.

The bank, which has a focus on millennial investors, cited Cetera’s technology tools as a particular attraction.

The Equifax hack has prompted the Trump administration to look at ways to establish a safer technology to replace the existing Social Security number.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

The key is thinking like a business owner and acting like a CEO, according to a new report.

Figuring out how to make automated platforms appeal to planners has been a learning process, says the custodian’s technology executives.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

The market is estimated to be worth over $8 trillion in the U.S. alone.

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.

Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.

Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.

These firms may actually be the worst positioned to capitalize on the robo trend, Michael Kitces writes.

An offering that can grow with a client, Ally Invest's president says, will stand out in the digital advice field.

Fifth Third Bank tweaks microinvesting premise with software that rounds up debit card purchases to help pay back educational loans.

Planners share how they are finding new revenue streams for their business.