To paraphrase Isaac Newton, “A 401(k) account at rest tends to stay at rest.” For example, a 30-year-old plan participant might be 100 percent invested in the plan’s money market fund because that’s what she chose when she...

PricewaterhouseCoopers predicts major changes coming to the financial services industry by 2020, especially in the makeup of a firm’s workforce and how it is recruited, organized and compensated. With automation replacing the bulk of transact...

Switch your crystal ball to “conservative” when completing financial plans...

A great deal of ink has been spilled and many hands wrung in the past few years over an impending “retirement crisis,” the belief that boomers will discover they have not saved enough to support themselves in retirement. ...

Coach 'em up. Fidelity Clearing & Custody Solutions is partnering with Ron Carson’s coaching firm, Peak Advisor Alliance, to provide coaching and peer learning opportunities to its advisors. Fidelity will introduce an eLearning Exchange, an on...

For some successful small business owners, retirement planning is simple (or so they believe): When they decide to stop working, they’ll merely sell their businesses to the highest bidders, experience huge economic windfalls and everything...

(Bloomberg) -- Philip Moeller is that rare person who gets two streams of income from Social Security. Like millions of other older Americans, he gets a monthly benefit. But he also gets an additional income stream from the unlikely...

Live long and prosper. | Copyright Oli Scarff, Getty Images Because women have a longer life expectancy than men, they spend more time in retirement and have to stretch their savings longer. But many female retirees are surprised by their post...

(Bloomberg) -- You deserve a raise. You also deserve more retirement security...