Generation X

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

Retirees are advised to step back to get a better perspective and then review their asset allocation in their portfolio.

Seniors looking to launch a business should consider collecting their retirement benefits early.

Indeed they are. Not only are they less healthy, they are more likely to worry about not having enough funds for housing, utilities and other necessities.

AdvicePay from Alan Moore and Michael Kitces is aimed at streamlining payments to advisors.

The 22 million Gen X and Gen Y clients banking with Wells are a competitive advantage for its digital advice platform, executives say.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

Figuring out how to make automated platforms appeal to planners has been a learning process, says the custodian’s technology executives.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

Planners share how they are finding new revenue streams for their business.

10 planning strategies from analysts and experts.

Retirement looks bleak for many Americans and the Trump administration does not seem to be part of the solution, according to this opinion article.

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.

Sobering results from a light-hearted survey prompts columnist Bob Veres to change his tune about how advisers use "retainer."

Learn the key characteristics for the type of investors that find robo advice appealing.

Timing is everything. Are you prepared with planning advice for each stage of life?

They seem to be everywhere, but there is every reason to believe that clients overwhelmingly still want to deal with human beings.

Changing the business model for younger clients starts with innovative technology and digital solutions combined with holistic, unbiased, guided advice.

Some bright spots for advisers: A surprising number of boomers have not begun saving yet for retirement; and millennials will need decades of advice.