Millennials

Raising the payroll tax is the easy way (in theory); here are other solutions for funding the Social Security shortfall.

Clients have a hundred—if not a thousand—possible options to consider when claiming Social Security benefits.

Clients shouldn't let their egos get in the way when making investment decisions. They will be better served with a dispassionate asset mix that's rebalanced annually, rather than making investing decisions "in purely personal terms."

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

The challenge for Tim Buckley isn’t just managing growth. It’s ensuring they can keep investors’ feet on the ground.

Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

Clients who prefer a simple retirement investing strategy should consider a dividend stock index fund.

Planners have picked up some bad habits over the years. Here’s what do to about it.

Many millennials find it difficult to think beyond their student debt, which averages $32,731 with an average monthly payment of $393, according to the Federal Reserve.

The cryptocurrency attracts a generation that believes in the power of networks.

In an industry full of late adopters, being on the cutting edge can win young clients.

Three burgeoning technology movements that might catch advisors by surprise.

Contributions and grants have recently reached record highs.

The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

The firm will now directly link to Acorns, following its roughly $30 million investment in the microinvesting app.

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.

A TD Ameritrade study asked program directors to give snapshots of what students are experiencing — and what they need from the industry.