A Northwestern Mutual survey of more than 2,700 Americans found that millennials have the earliest target date for retirement, followed by Gen Z.

Year-end conversations with clients can serve many purposes.

COVID-19, economic uncertainty and political change–along with high firm valuations—are pushing more advisors to take their own retirement from the industry seriously.

The influence of the COVID-19 pandemic dominated the retirement plan space in 2020.

The pandemic has hit long-term care institutions particularly hard, and the effects are likely to persist, including a shift to more home-based care and changing projections for clients’ retirement costs.

Be on the lookout for these three major shifts.

The most significant change to state law governing powers of attorney in almost a decade.

Advisors say they’re busier than ever in the last weeks of 2020, especially with helping clients transfer wealth to the next generation tax-free while they still can.