Retirement planning

Inflation is just one of the risks that annuity investors face since higher prices could lower the purchasing power of annuity payments; Plus, changing strategies for Social Security.

Similar to mutual funds, but for a fraction of the price, collective investment trusts can make a big difference to a portfolio.

Some clients may be better off claiming benefits early if they are younger than their spouse and expect a shorter life span because of medical problems; Plus, what clients need to know about annuities.

Woe to the client whose advisor fails to detect these common errors.

The Wall Street Journal offered opposing opinions on the recent Social Security changes, and specifically whether the file-and-suspend claiming strategy constituted a loophole.

Jon Dauphiné, a former AARP executive, was named the foundation's executive director. He replaces Jim Peniston, who is retiring after 13 years of service.

Waiting until age 70 to claim benefits may not be the best option for all clients; Plus, 3 ways clients are unwittingly sabotaging their retirements.

Watch this next year: Digital startups like Blooom may make interesting inroads into the DC space.

People in higher income brackets can consider replacing less of their pre-retirement income than the 80% usually suggested by financial planners; Plus, five things retirees can do to navigate the current environment.

Advisors spend their whole careers planning for their clients’ retirement, but often wait too long to plot their own exit.

These savvy strategies could enrich your clients’ lives, according to Jonathan Clements.

There are “clash points” when speaking to clients of every generation. Avoid these to create a profitable and useful relationship.

Fidelity's new program includes a discount on a service that monitors elderly clients' financial transactions for suspicious activity.

Many women contribute to their workplace retirement plans, but are also are very concerned about not being able to retire when and how they want to, implying that they may not be saving enough to feel secure about reaching their retirement goals.

How recent regulatory changes mark a pivotal moment for client/advisor relationships

Advisors can assist their aging clients having a hard time keeping a family-run business in the family.

Whenever markets drop, clients start clamoring to hold gold in their IRAs. Here’s what to tell them.

When it comes to collecting Social Security benefits, here are 11 keen insights from experts on how clients can get the most out of this entitlement.

Through strategic partnerships, Fintech firms are establishing a bigger toehold in the world of traditional wealth management firms.