Instead of reducing equity exposure as clients age, data suggests doing the opposite.
Morningstar's Sarah Newcomb says ensure clients aren't overwhelmed by having to make too many decisions, and are realistic about spending and saving.
Change is hard, but these six wealth management trends won't wait.
Consumer expectations about aging and retirement are rapidly changing.
Measure would allow companies to make contributions to retirement plans for employees paying down college debt.
Senior depression is often overlooked when financial advisers consider hurdles their clients may face as they age.
Advisers selling wealth management or financial wellness services should be careful, according to experts.
The man who won the largest whistle-blower award in SEC history thinks pension mismanagement is hobbling U.S. retirement security.
Gen X investors saw average accounts rise to $268,900 from $37,000.
Passive target-date funds, which invest primarily in index funds, got nearly all the new money flowing into target-date funds last year
Class-action suit alleged the firm mismanaged its own retirement plan and profited at the expense of employees.
Advisory clients are better informed about claiming strategies.
Advisers should use outside-the-box ways to communicate their values to clients.
IRA funds withdrawn and timely rolled back into the IRA are protected in bankruptcy — no matter what the funds were used for while outside the account.
Some are signing off on premium increases in the 200%-300% range, one executive said.
Plan advisers and record keepers that don't adjust will be left behind.
Medicare premium hikes could wipe out the cost of living adjustment for some retirees — again!
Evidence suggests the death of the DOL rule is not empowering U.S. savers as suggested
The number of billionaires continues to grow — there were an estimated 747 in North America in 2017, up from 490 in 2010.
There are certain traps for unwary advisers, such as specific disclosure requirements.
