Financial planning

Dueling data muddies Social Security Debate; Split up Social Security when couple splits up?; Beyond Medicare's ratings, picking a nursing home

Robert Benmosche, who is stepping down this weekend after five years as CEO of American International Group’s chief executive, said he learned in May that he had nine months to a year to live.

New guidance for employees in the Appeals division of the IRS goes into effect in the first week of September.

Adding some guaranteed income to a portfolio drawdown strategy can provide longevity insurance, but there can be downsides to including annuities in a retirement plan.

PageOne Financial denies SEC charges that the RIA aimed to fund its own sale with commissions from advisor clients.

The cost of health care for retirees is a cause for concern, if not outright panic, for millions of Americans. But when you comb through the numbers, it’s not always so bad.

The end of summer is approaching, but the recruiting wars are not slowing down. Wells Fargo advisors recently recruited advisors managing more than $500 million in assets while rival Raymond James reeled in a Merrill executive to oversee a new branch office.

Firm switches to LPL to help it attract "overlooked" wirehouse advisors with $250,000 or more in revenues.

Reverse mortgage rules have become more stringent but qualified borrowers can benefit from financial flexibility.

3 lessons from S&P 500 high-point; Getting a read on mortgage REITs; Tax-free savings for education expenses

Most advisors won't get the price they want from selling their practices -- and don't really want to sell anyway, one study finds.

What to call funds that can invest in almost any liquid asset in the world?

In trying to find new young clients, many advisors are turning to online platforms. But that is not the only track to success.

Wells Fargo advisor tries unsuccessfully to convince his elderly client that he hadn't won a $5 million lottery and that the whole thing was really a scam.

What to do with an old 401(k) when changing jobs; Why it's so difficult to raise kids and save for retirement; 3 things to know about your 401(k)'s escape hatch

IUL policies, which are linked to a market index but promise not to lose any money if the market goes down, might be a way to protect portfolios while offering tax-free income for retirement.

While one prominent advisor calls the board's demand 'woefully overreaching,' a securities lawyer calls it a 'good, aggressive' tactic.

Should older clients' portfolios be adjusted more quickly to bring equity allocations to their desired level? New research says yes.

A paper that Hopewell published introduced stochastic modeling -- including the use of Monte Carlo simulations -- to the profession for the first time.

As the nation's 76 million baby boomers retire and live longer, advisors can expect to encounter more clients with memory and cognitive issues. Here are some of the red flags advisors should watch for.