Financial advisor symposium attendees hear how to restructure practices for retiring boomers.
Baby boomers may envision a retirement with lots of freedom, but some already are finding that's not the case.
Congress Grills "Senior" Advisor Designations Members of the Senate Special Committee on Aging grilled the financial services industry on...
Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs.
How do market watchers come up with apples-to-apples comparisons of target-date funds?
Investors want dividends, but U.S. companies are holding too much cash.
Turn a blind eye to retiring clients' penchant for their next new home-and it's an opportunity lost.
In this special report, Financial Advisor magazine looks at how more advisors are helping clients consider the impact of sky-rocketing health-care costs on retirement.
States Reevaluating Who Should Be Licensed It's one of the financial industry's vexing questions: Who and what exactly is an investment advisor? It's...
Plan sponsors add income replacement funds to meet a demand for simplifying 401(k) choices.
Advisors help clients make their rural dreams a reality-and sometimes their own.
Here are some ideas to make the job easier when you have to check under the hood and tune up those portfolios.
Deal Activity Picks Up Financial advisory firmsZ seeking the best price for their practice might want to look outward rather than inward...
Plan sponsors are blind to the real costs of their companies' 401(k) plans
Investors are fleeing brokers who don't discuss retirement income with them.
National Retirement Partners, a network of retirement-focused advisors, has raised its game and clinched its own broker-dealer.
Self-directed IRAs allow clients to decide where they want their IRA money to play. But watch out for sand traps.
The question is, how does a retiree maintain an active, challenging life? The answer is, never stop.
Cash-balance plans let successful business owners save more.
Demographics could spawn a huge boom in the next decade.