Demographics

Just about everyone in financial services wants to offer these retirement planning advice to wealthier boomers, but this firm rises to the top, says Tech Tools' columnist Joel Bruckenstein.

Under the current estimate, 2034 is the year when the administration can no longer pay full benefits. But the program should still be able to pay three-quarters of benefits at that time and for decades afterward.

To attract new clients—and keep current ones — planners need to step up their game. Here’s how new digital tools can help.

Retirees diagnosed with serious health concerns should adjust their expectations on how they should spend their time and money.

Gen Y clients want advisers to build portfolios with both social and financial returns, according to two recent studies.

Hiring young planners is one thing but keeping them happy is another.

Some private insurance companies now offer Medicare Advantage plans, which offer many of the same benefits as the coverage in Part A and Part B.

Long-term investors have nothing to fear when it comes to short-term market volatility.

For Vanguard founder John Bogle, the "tyranny of compounding costs" makes the difference between investors who win and others who lose.

A property would have to "perform sensationally" to make up for the hit to the investor's retirement savings; plus, how to overcome income shocks.

A deep dive into millennial's financial habits shows a stark generational difference from boomers when it comes to leaving the nest.

Baby boomers have not considered how they will pay the cost of enjoying their time in retirement, according to a new study from Merrill Lynch and research firm Age Wave.

Ellevest considers factors affecting women such as the gender pay gap, earnings power over time, risk preferences, longer lifespans and caretaking responsibilities.

One bank executive says "the beauty of the digital wealth management platform is that it can be offered at a very low cost."

As they reach retirement, clients particularly need help in this area. Get yourself situated to help them.

Can FlexScore provide a "hand-on-your-shoulder" experience online by focusing on a client's life, rather than investment strategy?

Just when you thought all you had to worry about was Betterment.

Blog: Betterment Institutional's Tom Kimberly says robo advisors are changing the industry — but it’s clients who are driving the change.

The firm could resurrect its U.S. brokerage business online, analysts say. However, Deutsche executives have said they were unsure about their U.S. plans for automated advice.

The outlook is “scary” for wealth managers who will deal with the newest generation of clients, says David Wilson, head of Capgemini Financial Services strategic analysis.