Retirement

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.

With little practice, retirement income planning beginners can use Last Advisor's simple platform and a create plans in well under an hour.

Finance for Teachers Network helps advisors provide fiduciary financial advice to educators.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Treasury Secretary Jacob Lew announced that the administration's "myRA" retirement plan will be available nationwide, with an expanded menu of funding options.

If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from.

How to reduce the tax hit on investments made by clients. Plus: Setting up private trust companies for tax savings and other benefits, and harvesting tax losses.

Some investments work best in a taxable account, while others fit well into an IRA or a 401(k).

Advisors may want to help clients research charitable giving, which overall could top $8 trillion as more baby boomers retire, according to a new study from Merrill Lynch and Age Wave. Advisors can help clients with their research.

"If I said I had worked for AT&T for 33 years, anybody would ask me, 'Well, when are you going to retire?' But our industry is unique. It's not like a utility company, where after 30 or 35 years, you're done," says Larry Palmer, an advisor at Morgan Stanley.

How multi-generational tax savings are achieved when parents help children start Roth IRAs.