Risk

Parents can match their children’s savings in a Roth IRA dollar-for-dollar on the condition that they agree not to dip into the accounts until they retire.

Younger clients who adopt an overly conservative investment approach are advised to consider diversified, low-cost equity products to boost returns.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

Required minimum distributions are just one example of unforeseen expenses for retirees, an expert writes.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

The decisions made before they retire are integral to their success, according to an expert.

They “need to be thinking about guaranteed income streams” because there’s “not a lot of time for recovery,” an expert writes.

Younger clients are more savvy consumers who know how to minimize their expenses and are less inclined to spend on material goods, an expert says.

The metal’s price has dipped from its high in September amid a raft of good news that has boosted investors’ risk appetite.

Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.

A closed-end fund can provide a steady income stream for clients, but advisors often make misleading assumptions about the regularity of monthly distributions. Here’s what to watch for.

Securing optimal returns depends on many factors, including the right underlying asset class and close monitoring.

Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves

The price rise and concurrent yield slide on BB-rated bonds is giving some planners pause.

NASAA’s annual survey of regulators sheds light on legal proceedings against BDs, RIAs and unregistered firms that often go unnoticed in the wider industry.

To correctly identify their risk tolerance, clients must not only understand how to react to risk, but also how the market environment and investment experience have impacted them.