Risk

Sometimes a planner's advice can go awry, despite best intentions.

Plan design features like automatic enrollment and automatic increases are having a positive impact. Such steps are designed to increase participation even from people who may be suffering from inertia, says a researcher.

State Treasurer John Chiang says that Wells Fargo is keeping patterns of abuse hidden from view by resolving customer disputes through private arbitration.

Investors moved nearly 2 million shares worth $55 million into two SPDR funds in a matter of hours.

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

Clients making arrangements for family caregivers need to communicate their plans to other relatives to avoid squabbles down the road.

This retirement investing strategy can be a hard one to implement, but it makes academic sense.