Financial planning

Amid cash-outs, stranded plans and suboptimal investments, a SECURE 2.0 provision runs the risk of expanding asset waste in the proverbial 401(k) landfill.

Nationwide found that women struggle to understand what to do with their savings once they hit retirement.

Led by CEO Jack Ginter, Callan Family Office reached a milestone that he says will enable the firm to invest in technology and ultrahigh net worth advisor recruiting.

Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.

More than half of millennials are working toward financial independence, not a traditional exit from the workplace.

The technology startup continues to make U.S. inroads with its goal of enabling advisors to better deliver customized financial advice.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.

Almost all retirees had regrets about how they planned for life after work. Is it possible to ever be prepared?

The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.

Financial firms should consider partnering with universities, as well as prioritizing diversity, to recruit top talent in a competitive market.