Practice management

It doesn't necessarily make sense to pay off student loans early if that means foregoing saving for retirement; plus, how the life-expectancy gap between rich and poor skews Social Security.

Today's young workers can learn from their parents' example on making early sacrifices and managing debt wisely; plus, how clients can save by automating their portfolios.

The same competitive mindset that leads to victory in sports can give advisors the advantages they need for a successful practice, a leading recruiter says.

These are fundamentally different ideas for retirement income planning, but it doesn't need to be an either/or situation; plus considerations for clients looking to work in retirement.

Investing in a practice’s culture is as important as focusing on clients.

Voices: If clients are already comfortable with DIY-investing, they could have already done so themselves with a robo advisor or low-cost brokerage.

Worries grow over retirement security, according to new research from IRI.

Clients may contribute less than the maximum if they're carrying high-interest debt or need funds for education or a new home; plus, why raising the retirement age is a bad idea.

Advisors in today’s crowded field must stand out in order to grow their business. Here’s how to build a digital platform that will attract clients.

More retirees would delay Social Security if they had this option, which wouldn't cost the government anything, says a contributor; plus, three questions for nearly retired clients.

An advisor’s omission leads to a big reward for a client.

Voices: Exemptions for high-fee products, a prolonged compliance deadline and less-prominent disclosure requirements leaves our columnist feeling like she did on a certain Christmas morning.

To get a head start on the new rules, Janus Capital’s Matt Sommer suggests these smart moves.

Change happens when it has to. For bank advisors, this means they'll get succession plans--eventually.

Retirees should expect lower returns going forward, but the safety of bonds still warrants a place in their portfolios; plus, considerations before taking Social Security early.

Banks and credit unions are not prepared for the onslaught of change that began Wednesday.

Industry groups takes side on the newly issued fiduciary rule.

Why some industry experts say long-term interest rates may soon reach historic lows; plus, will change come to the Social Security windfall elimination provision?

The program allows retiring advisors and their junior brokers to work out their own financial arrangements during the first two years of the five-year program.

The advisor often feels as if the bank's viewpoint is this: “Thanks for bringing us a revenue stream, now leave and be thankful we even gave you a job.”