Millennials

With fewer associate training programs, young bank advisers need to take the initiative to find a mentor and cultivate referrals.

The microinvesting site, which now has over 2 million accounts, allied itself with Clarity Money.

The most important consideration is that clients are able to complete the 35-year work period because benefits are based on the 35 highest-paid years from their careers.

Demand from millennials has helped the strategy become an $8 trillion category.

The app allows users, many of them first-time investors, to get started for as little as $5.

"Everything people thought was cool in 2014 is table stakes in 2017," said Kendra Thompson, head of Accenture’s global wealth management practice.

Although traditional IRAs offer upfront tax deductions, clients will have to pay taxes later in life when they likely will be in a higher tax bracket.

Popular microinvesting apps targeting novice investors are charging total fees well in excess of other options, says an industry observer.

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.

Behavioral economics, essentially a combination of economics and psychology, is tailor-made to help straighten irrational decisions when it comes to portfolio construction.

Older Americans would be subject to an "age tax" under the Senate legislation designed to revamp the Affordable Care Act, says an expert with the AARP.

Financial planners need to recognize that next gen clients are consumers first, investors second.

Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.

Here’s one reason why beneficiaries should consider setting up a life estate.

10 planning strategies from analysts and experts.

More people are planning to wait to file for benefits, but just 25% are even aware of their full retirement age.

The next generation "is the economy," a top TD Ameritrade exec says at the annual IMCA conference.

Young clients are focused on short-term needs rather than building an entire plan toward a retirement date.

Young investors highly value advice but are not receiving enough of it, according to Corporate Insight.

High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.