by FA Staff
Gen X women are least likely to have a long-term financial plan, according to a company survey.
by
Karen DeMasters
Policymakers have an important role to play in people's successful retirements.
by
Ben Mattlin
Saving for retirement dropped to third on the list of most stress-inducing money concerns.
by
Edward Hayes
Alt investments can provide the non-correlated assets that stocks and bonds have failed to deliver, he said.
by
Allison Schrager
The era of declining interest rates may have come to an end, and many investors don't seem to realize it.
by
Edward Hayes
Inflation has become the number one financial fear for investors, surpassing tax hikes and surprise expenses.
by
Christopher Robbins
Only exceptionally high earners are poised to fund all their retirement needs, according to a company study.
by
Tracey Longo
Consumer demand and compliance technology are driving recommendations, InvestorCOM found.
by
Edward Hayes
Plan sponsors need to develop more in-plan advisor services, the research firm says.
by
Paul R. Samuelson
Older clients have different needs but can often help family members.
by
Paul R. Samuelson
There are several ways to address clients' fears and steer your conversations down a productive path.
by
Joseph B. Darby III
There are some interesting strategies you can take into account when deciding whether to convert retirement funds.
by
Jennifer Lea Reed
Some advisors are building bond ladders to the sky as they lock in higher interest rates while they can.
by
Tracey Longo
The DOL proposals will almost certainly toughen the fiduciary requirements on rollover investment advice, legal experts say.
by
Edward Hayes
Investing in digital technology can help firms remain connected with their clients, the firm says.
by
Josh Eidelson, Jo Constantz
Some American workers have become wise to the drawbacks of defined contribution plans versus traditional pensions.
by
Ben Mattlin
The report noted that some indebted retirees have the resources to manage their debt while others do not.
by
Tracey Longo
The GOP presidential candidate's plan also includes raising the retirement age for younger workers.
by
Jack Sharry
Firms are building comprehensive advice platforms that engage all the aspects of tax alpha.
