Wealth management

The time has come for investors to emphasize savings and salt away another 5% to 10% of their incomes; Plus, how to create a stronger sense of community in retirement.

Wealthfront says the move was prompted by a surge of young investors who asked for a lower minimum and to pressure other robo advisors to get rid of fees on small accounts.

As waves of Americans reach retirement age while dementia and scams are on the rise, advisors need to implement training and reporting mechanisms to protect vulnerable clients.

The Camardas' suit was prompted by board’s disciplinary policies; experts call on judge to reveal his reasoning for the good of the planning profession.

The Greek debt crisis and China's stock-market crash may put downward pressure on interest rates and delay the Fed's interest rate hike, and they are adding uncertainty at a time when lenders thought recovery would be taking hold.

While payments to shareholders haven't fared well during the past six months, it's too soon to know for sure if this trend will continue.

Tips for clients on selecting the proper coverage when enrolling in Medicare, behaviors that can sink your client's retirement and seven questions to for clients to consider before deciding to retire.

These independent broker-dealers reported the highest portion of top-shelf advisors.

At 71, Bill Gross feels the weight of time. He figures he has a few good years left to prove the new Bill Gross is every bit as good as the old one. Maybe even better.

All the content you deploy should follow the prime objective of inbound marketing: Address the concerns of the potential client with valuable information. Here are some guidelines.

Two advisors go independent with Raymond James, looking to structure their practice without wirehouse limitations.

As the baby boomer client base enters retirement, financial planners need new ways to handle Social Security claiming strategies.

More than 20 advisors managing nearly $3 billion in assets joined Merrill Lynch in June. One team had more than $750 million in AUM. But the wirehouse wasn't the only winner last month in the competition for top talent. See these moves and more in our latest recruiting roundup.

Clients are encouraged to take a one- or two-month leave from work, if possible, to determine how they'll allocate their time in retirement; Plus, the IRA rules clients need to know.

FSI endorses IBD head Brian Kovack for FINRA post; Kovack hopes to win mid-sized IBD seat in which he would says he would represent firms, not investors.

Last year, real estate crowdfunding worldwide crossed the $1 billion mark. That amount is expected to rise by 150% this year to $2.57 billion.

The brokerage firms failed to waive mutual fund sales charges for certain charitable and retirement accounts, FINRA says.

Comprehensive retirement planning needs to help aging clients prepare for the non-financial risks that they face, from broken hips to dementia.

Nearly 97% of advisors found niche marketing to be an effective strategy, according to a recent report from Cerulli Associates.

Lawmakers are likely to pass as early as next year some measures aimed at changing the rules governing Social Security, Medicare and Medicaid; Plus, five steps for a comfortable retirement.