Retirement planning

Advisors should tell parents that this may not be in the entire family’s best interest.

Clients won’t experience retirement like others in the past, but advisors can help them surrender retirement expectations.

From managing the staff to prospecting for next gen clients, leading experts share their best advice on growing a business.

"The more investments and account types a client has, the more complicated their tax picture can become. Add to that the variations between state and federal tax laws, and the complexity increases further," says Greg Steiger, manager of retirement income planning at RBC.

Retired couples may qualify for untaxed dividend income and long-term gains.

Advise both pre-retiree and retiree clients on a strategy to minimize the tax bite.

Some clients are wary of LTC insurance that they might never need, but combos offer flexibility.

Here are not-so-common ways to help clients save more.

Why some analysts say the proposed fiduciary standard could mean fewer and more costly investment choices for clients; Plus, five money milestones for clients to hit in their 40s.

Advisors are even better than travel agents at helping retirees attain their vacation dreams.

Panel envisions a recognizable credential that would help investors distinguish between financial professionals committed to clients' best interest and those pushing products.

Adult children’s money needs can threaten retired parents’ financial security.

Chief Executive Bill Harris says data alone is not enough for financial advice.

Advisors should be aware of the pitfalls in advising clients to retire in other countries.

Studies show that those who continue working into retirement are healthier, both physically and mentally, than those who quit.

When it comes to planning for wealthy families, advisors are hung up on outdated ideas, new data shows.

A bear market near the start of retirement can speed portfolio depletion.

Advisors could get additional business consulting individual employees within MEPs.

Even those with significant health issues may never need to pay for nursing home care.

Robo advisor seeks to add a piece of the $4.6 trillion market to its business.