Fifty-five percent of millennials said they were open to working with their parents’ financial advisor.

Employers need a clear approach for selecting annuities that reduce exposure to potential litigation.

Same-sex female couples are two to three times more likely to reach 100 than one or both members of a 45-year-old same-sex male couple.

There are now 168,000 Fidelity 401(k) clients with $1 million or more in assets.

Plans can help older doctors, lawyers stash more than $300,000.

Their optimism may be their demise.

The number of plan sponsors working with a financial advisor reached an all-time high of 92 percent.

BMO Wealth Management has partnered with health and longevity planning platform Genivity to help prepare clients to afford healthcare as they age.

Advisors will now have the ability to initiate and execute paperless retirement account rollovers for their clients.