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.

Avoid these triggers and plan-related problems.

Dammit Jim, I'm a financial advisor, not a doctor!

Private letter ruling deems rollover made by decedent’s wife to be valid.

A thoughtful approach to making portfolios more conservative while still squeezing some returns from them.

“Choosing when to retire is one of the single most important financial decisions we make in our lives,” noted Morningstar researcher David Blanchett.

U.S. District Judge Katherine Forrest said the plaintiffs failed to prove that NYU’s retirement plan committee acted imprudently or caused losses.