Your clients probably think they know more about how their retirement plan works under the hood than they really do.

Copyright Mario Tama, Getty Images Are compensation cuts coming to Merrill Lynch advisors in 2015? AdvisorHUB (rumors) seems to think so. According to a rumor circulating on the site, the cuts are hitting payouts, not deferred compensation. The ...

To meet growing demand for retirement plan services, HighTower announced Wednesday that it integrated Envestnet Retirement Solutions (ERS) into its technology platform...

The dramatic shift by retirement savers to passive investing means financial advisors will spend less time in the future picking stocks, and that leads to questions about new ways to add value...

If you have clients struggling to meet retirement goals, working longer is an attractive way to change the math. Extra years of work open the door to higher monthly Social Security benefits via delayed filing, additional retirement contributions ...

The aggregation rule will only apply to distributions from different IRAs if each of the distributions occurs after 2014

Can marriage make a difference in wealth?

You’ve heard of robo-advisors, but what about robo-PR agents? Introducing Finsource, the first fully automated public relations platform for financial advisors and wealth managers. For $99 per month, Finsource will create press releases, send t...

Six in 10 U.S. financial advisors say the majority of their clients are either in or nearing retirement, according to Russell Investments' latest Financial Professional Outlook survey. And that number is bound to increase with the aging Baby Boom...

In our last article, we took on the complicated topic of taxation of Social Security (SS) benefits. We now examine some the problems associated with SS benefits and how the creative use of life insurance can help fix these issues...