Practice

The firm is not launching a standalone robo service, but says new technology will empower its roughly 7,100 advisers to better meet client needs.

Baby boomers have not considered how they will pay the cost of enjoying their time in retirement, according to a new study from Merrill Lynch and research firm Age Wave.

Those still accumulating for retirement can also be affected but there are some important caveats, explains Michael Kitces.

Information is flying at clients from TV and the Internet, and it's just too much, says Wells Fargo adviser Matt Fryar.

A typical fund with an expense ratio of 0.75% will set a young investor back by nearly a half million dollars over the span of 40 years; plus, the portfolio strategy your clients need before and during retirement.

If clients are seeking performance steadiness, help them build a diversified portfolio that includes exciting engine asset classes but also some that will act as safety brakes.

Hard-working advisers can earn fees awarded in bankruptcy courts. Is it worth the trouble?

Learn nuances of different funds to reduce taxes. Plus, getting the most out of a Coverdell Education Savings Account.

The advisers are also balking at the firm's insistence that former advisers seeking to claim comp go through its dispute resolution process instead of FINRA.

Taking advantage of this perk can help clients get much closer to securing their retirement; plus, what couples need to know about Social Security benefits.