Demographics

In a number of states, clients and prospects are seeking advice on managing new royalty cash.

The U.S. economy has turned the corner and experts see a better year for Wall Street.

Gen X and Gen Y investors account for one-third of all Americans with more than $100,000 in investable assets, up from 20% in 2010.

Through a new online tool that ages a consumer’s photo, investors can catch a glimpse of what they’ll look like many years down the road.

With the threat of the fiscal cliff and other uncertainties, wealthy investors are speeding up recognition of gains and taking other defensive measures.

More than eight in 10 (85%) are saving less than 10% of their income for retirement.

As America grows older, advisors shift practices from accumulating wealth to generating income.

10 tips to prevent the missteps that cannot always be repaired after the client's death.

Almost seven in 10 mass-affluent couples (69%) discuss their finances at least a few times a month. That’s more than what many spend talking about other topics, such as the election, work, sex, and even their kids.

Mass affluent and millionaire investors remain pessimistic about the near-term economic outlook, according to a survey by Phoenix Marketing International, but the results were a tad better than compared to the rest of this year.

Main Street Americans may not spend much time fending off solicitations from giant advisory firms but they certainly stroll through shopping malls. In a few upscale centers, they’ll find an America’s Retirement Store, where they’ll be welcome.

About 15% of affluent investors are considering a move within the next month. The most likely landing spot is Vanguard, followed by Fidelity and USAA, according to a new monthly survey by Phoenix Marketing International.

Almost one quarter of Americans (23%) have less than $100 in emergency savings while 46% report having less than $800, according to a new national survey by online lender CashNetUSA.com.

The ASTON/River Road Independent Value Fund is reopening to new investors starting Sept. 4.

As the baby boomer generation closes in on retirement, many are preparing to give a substantial portion of their wealth on charitable causes.

More than a third of investors are less tolerant of risk than they were eight months ago, according to a new TD Ameritrade investor sentiment survey.

Private bank clients are more income-focused. How can advisors help them preserve capital across generations?

Bank of America’s Merrill Edge program has added a new service to help families with special needs children.

Charles Schwab has launched a new video series to help investors curtail impulse spending.

The new Retirement Income Navigator is a three-step process designed to help investors withdraw money from retirement accounts in a more tax-efficient way.