Retirement education

Younger employees could be too confident in the abilities of automated retirement investment tools, study finds.

The group hopes to have about 1,000 holders of its new retirement planning designation within three years.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

"Maybe commissions aren’t so evil after all?"

A new body of research suggests an ideal retirement-planning approach may exist — but buyer beware.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Clients' statements have invaluable information and are a great launch pad for discussing retirement planning.

Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.

Getting to know clients’ children will help advisors hone their services and keep their businesses thriving while retirement withdrawals chip away at AUM.

Once advisors have this conversation with clients, it can turn into a powerful referral source, says Rob Kron, head of investment and retirement education at BlackRock.

Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

The average score of correct answers was 47%, and only 5% of respondents earned a grade higher than C.

Vault and Retiremap are launching products this week that are designed to help people stash cash where they can.

Wealth management is a business full of abbreviations — test yourself to see if you're up to speed.

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

So many terms, so little time. Test yourself using our third installment of our quiz series.

You may know more than you think. Here's a great way to test yourself.