Wealth management

When the market gyrates, use these tactics to keep them focused on the bright side.

Depending on savings, some retirees can buy inflation-adjusted immediate annuities while others are advised to work longer; plus, retirement wishes vs. reality.

Mick Hellman, formerly of Hellman & Friedman, is elected unanimously in advance of LPL's annual shareholder meeting.

The deal will add $100 billion in assets overseen for institutional clients, including retirement plan sponsors, foundations, endowments, sovereign wealth funds and insurers, according to State Street.

Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.

The executive was a driving force behind the firm's effort to develop bitcoin technology for the industry.

Consolidating student loans may help reduce payment obligations, but think twice about private refinancing.

Private equity is voting for the independent model with its checkbook, and the appetite shows no sign of abating.

Creating a prize-linked saving program is an effective way to encourage more people to save for retirement; plus, how couples can make smart decisions together.

These state planning strategies may inspire, motivate and educate beneficiaries to become the people their benefactors hope they’ll be.

The Fed chairwoman says the uncertain global economy still poses risks.

There are various ways to buy a call option on the S&P 500, and each has its own taxation structure.

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.

With its new $700 million valuation, Betterment takes top ranking among digital advice providers.

When a son or daughter joins a parent’s advisory practice, the transition can be tough, but it doesn’t have to be.

Most people focus on the conventional wisdom that they'll need 70% of pre-retirement income instead of the things they'll need to give up; plus, required minimum distributions and real estate are a tricky combination.

"We decided we wanted to take part in the consolidation of the industry," says Mercer CEO David Barton.

A second bankruptcy filing puts Cetera in ‘home stretch’ to becoming standalone B-D, CEO says.

Dollar-cost averaging is not a good strategy for retirement investors to manage risk in their portfolio; plus, a widow's Social Security options.