Financial planning

The benefits will have no impact on their former spouse's retirement benefits; plus, what clients need to know about their IRAs.

Filling out a NCAA Tournament bracket illuminates skills that could enhance your clients' portfolio choices, a marketing pro says.

A Fidelity survey reveals who made what in one of the industry's most opaque segments.

It has ramifications for generations, but few investors may be prepared to confront it.

Advisors should focus on key questions to best estimate how much retirement savings a client really needs.

Many young people procrastinate when it comes to saving, which greatly reduces the growth opportunity from compounding; plus, what clients need to know when they inherit an IRA.

Digital advice technology is more likely to enhance advisor productivity, not replace humans, according to a new Citigroup report.

Massachusetts securities authority goes further than SEC or FINRA in its examination of automated advice.

Labor Department event planned for next week.

A tax break for retired clients who donate IRA assets to qualified charities. Plus, knowing how annuities are taxed for better returns, and strategies for deducting long-term senior care expenses.

Spending in retirement often declines over the years so clients should reduce their withdrawal rates instead of using a fixed approach; plus, the misconception that can sabotage your client's retirement.

Succession planning becomes personal when advisors hire sons, daughters and other relatives.

A handful of numbers can help determine the best withdrawal rate for clients.

A recent FINRA action against Raymond James is the latest evidence of competitive tensions in the brokerage sector spilling into alleged privacy violations.

BlackRock plans to cut about 400 jobs in what may be the biggest round of layoffs to date at the world’s largest money manager, according to people with knowledge of the matter.

When the market gyrates, use these tactics to keep them focused on the bright side.

Depending on savings, some retirees can buy inflation-adjusted immediate annuities while others are advised to work longer; plus, retirement wishes vs. reality.

Mick Hellman, formerly of Hellman & Friedman, is elected unanimously in advance of LPL's annual shareholder meeting.

The deal will add $100 billion in assets overseen for institutional clients, including retirement plan sponsors, foundations, endowments, sovereign wealth funds and insurers, according to State Street.

Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.