Financial planning

Workers and employers would benefit from a phased retirement, but only one in four workers aged 55 and older have such an option; Plus, clients should avoid being dogmatic about withdrawals.

Filing expected Sunday; advisors expected to receive distributions through retention packages.

Advisors may want to stop clients from rushing into this investment during uncertain times, even as it starts to regain lost ground.

Some advisors with less than five years in practice have achieved remarkable results. Here are some of their secrets.

The benefits debate is part of a concerted effort to show that Social Security is too expensive and needs to be cut, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.

The proposal landed at the White House's Office of Budget and Management yesterday for one last review.

Clients looking to retire may want to consider relocating to these states to save on taxes. Plus: when it's ok to claim legal expenses, and why filing without receipts may be the new norm.

After an abrupt exit from industry, Brown returns and reveals plans for the country's largest woman-run IBD, along with Lightyear's Donald Marron and Advisor Group's Erica McGinnis.

The group, Hoyt, Lewis, traces its roots to Waddell & Reed before joining LPL.

Depending on what is permissible under the Labor Department's forthcoming rule, "there will have to be adjustments on the part of the advisor and on the part of the firm," CEO Jim Cracchiolo says.

The new 401(k) platform officially launched with a group of 50 employer-clients, after spending the last quarter of 2015 building its automated investment advisory service for employers.

A recruit with more than 30 years experience moves his independent practice to Wells Fargo.

Finding the right investment mix is challenging since it's an imprecise science and depends on market history and asset class valuations; Plus, what clients need to know about the first required distribution.

Several factors should be weighed when clients are deciding whether they should defer taxes on their investments.

Naureen Hassan, who oversaw Charles Schwab's Intelligent Portfolios Service, will lead Morgan Stanley's strategy for digital tools and platforms.

To understand the direction of digital advice, look to the industry experiences of the mid-90's and the early 2000s, says Mitchell Caplan, CEO of Jefferson National.

Roll-up also adds $50M AUM Harvest Group Financial Services.

If advisors answer these 4 questions correctly, they’ll be in good shape to start an independent firm, says Fidelity’s Bob Oros.

The U.S. has more than 1 million households with $5 million or more in investable assets – Are they near you?

Regulator’s surveillance director says watchdog would review broker-dealers who implement automated advice, to determine if they properly assessed client risk tolerance.