Breaking the planning process into smaller pieces will make it seem more attainable.

Marc Cabezas joins HighTower to lead its M&A, Robinhood adds Litecoin and Bitcoin Cash to its trading app, and homeownership rates drop among young adults while the elderly age in place.

Brett Kavanaugh hasn’t saved much for retirement, ImpactAssets launches impact investment directory and Fiduciary Trust partners with Advizr.

With the regulations being implemented for the 2019 plan year, now is the time for plan sponsors to ensure that systems are in place to capture the additional data that will be required.

A pair of recent reports offer valuable insight into industry changes.

Americans are socking away more. It’s still not enough.

Median 401(k) account values are down since 2007, U.S. stocks are facing a bad decade and what advisors can learn from Costco.

Simplifying 401(k) plan choices doesn’t help enrollment, new apps help Latinos boost financial literacy and 994 Group launches using the Kolbe Concept.

Traditional planning won't keep clients out of facilities and safe at home. They need a new type of technology-enabled assistance.

Independence means something different to each of your clients. By getting to know them and understanding their intentions, advisors will be in the best position to provide financial and life guidance that’s in line with their specific goals.