Portfolio management

Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.

A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.

How sequence of returns affects retirement portfolio survival.

Retirees who have no need for the RMD can fund their grandchildren's college costs, a CFP writes.

While many workers don’t have access to pension plans, annuities can provide a source of guaranteed retirement income and address longevity risks.

The expansion is intended to free advisors to spend more time on client-facing tasks, executives say.

Without a rollover, they can experience “untold impact to their plan for securing retirement," an expert says.

When searching for the right plan, it is important that retirees assume their health will one day change.

Retirees often only take distributions when they are forced to do so because of the IRS’ RMD rules, an expert says.

Cases often go unreported because many times seniors are too embarrassed.

Securing optimal returns depends on many factors, including the right underlying asset class and close monitoring.

Armed with some specific details, advisors can explain why the seductive option is both too good and too good to be true.

Studies purport to have proven both that socially responsible investing hurts returns, and that it can boost performance.

With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.

A patented structure allows ETFs to report once a quarter in an effort to protect their intellectual property.

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

The price rise and concurrent yield slide on BB-rated bonds is giving some planners pause.

When the going gets stressful, the stressed can go AWOL, leaving the advisor in limbo.

Can more education boost the popularity of these funds?

If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.