Financial planning

Is it ever smart to tap retirement accounts early?; A 401(k) rollover checklist; 5 reasons why you shouldn't retire at 62

Advisors today are realizing they have to be flexible, saying that they are just as apt to recommend a number lower or higher than 4% to clients as an appropriate withdrawal rate. And some are using means completely different to set rates.

Use these ideas to quickly bring new staff up to speed on a firm's values, tools and culture.

Nobody wants to think about the prospect of failing mental capability, but it's an issue that clients need to address if they're to be fully prepared for retirement.

Wealth management firms are positioning themselves to meet rising demand from millennial investors who want to better align their investments with their values.

Advisors have shifted the focus to thinking about retirement in terms of income strategies rather than purely the accumulation of more assets.

Naming a spouse as the IRA beneficiary is often the default choice and has several advantages. However, other concerns might outweigh the benefits of a spousal rollover.

Most advisors target pre-retiree clients, but it is possible to build a thriving practice in the retirement income planning market even after clients stop working.

Beware of 'pension predators' promising cash; Challenges of extending your career after retirement; What's missing from your Social Security statement?

As his private equity owners start to look toward an exit, the founder seeks to bring in new management to position the firm for growth.

A majority of Cicily Maton's clients come to her when a pile of money falls into their laps. But unusual circumstances create special issues.

Michelle Smith explains the advantage of specializing in divorce planning.

Investors have returned to equity funds now that the financial meltdown is a distant memory.

While an advisor's job is to protect and hopefully grow his clients' assets, protection by use of liability insurance is another important component of retirement planning.

6 things to know about rebalancing; Get these things right in your planning; Creative ways to cut your 401(k) fees

Use investors’ habits and mental preconceptions to tailor financial plans that will work well for them individually.

The American College of Financial Services Board of Trustees named Robert R. Johnson, an author on wealth management and portfolio management topics, as the school's new president and CEO on Wednesday.

LPL's ability to service a cluster of firms attracts hybrid Financial Advocacy Network from the D.C. area.

The FPA’s new president-elect, Pamela Sandy, wants to help create a more diverse face of the advisory profession, raise the organization’s profile among lawmakers and build a culture at the organization to attract a new generation of planners.

Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds.