Demographics

Learn the key characteristics for the type of investors that find robo advice appealing.

Advisers can turn that pessimistic outlook into better preparedness.

Everyone wants online wealth tools, not just millennials.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

Clear goals, an informed focus and effective execution equals better performance.

Timing is everything. Are you prepared with planning advice for each stage of life?

Target-date funds can be a strong option for most retirement savers, but there are pitfalls. Some of them are relatively costly, with an average expense of about 1%. They can also get too conservative too quickly.

Best ways to bring two firms — and distinct cultures — together.

Best ways to bring two firms — and distinct cultures — together.

Creating a viable exit strategy is critical to the future of any successful practice.

An analysis shows low-income clients get more back from the benefit program than the payroll taxes they paid, while high-earning workers get less.

Two planners spell out the common psychological biases that prevent clients from maximizing their benefits.

One idea is to ensure clients are investing the right types of assets in the right accounts to take full advantage of appreciation and tax-exempt status when possible.

Failed marriages for aging baby boomers has doubled, forcing them to work longer and impacting financial planning, sometimes in the wrong way.

They seem to be everywhere, but there is every reason to believe that clients overwhelmingly still want to deal with human beings.

Many millennials feel their parents can provide them good financial advice, but they are reluctant to seek help from elders, as well as from financial professionals.

By leveraging new technology, advisers find new ways to reach their clients from across the globe, as well as here at home.

Changing the business model for younger clients starts with innovative technology and digital solutions combined with holistic, unbiased, guided advice.

These kids "are making bad choices, but they don’t realize it because everybody around them is making bad choices, too," says this fee-only adviser who specializes in advising members of the armed services.

More than 80% of women in the advisory business find the old boys’ network undercuts their professional development.