But few are willing to pay for it.
Taking these extra steps with clients who are caring for loved ones will strengthen those relationships
A panel of experts weighs in on how much clients should ideally have invested in noncorrelated assets.
From Campden to Cleveland, cities are going after their poorest neighborhoods with a highly skilled paintbrush.
Your followers are worth something. One important question to consider: What did you sign away when you agreed to the terms of service with a company such as Facebook or Twitter?
As the court battle over L.A. Clippers owner's trust shows, people too often set up estate plans to cope with death, not old age.
They offer a lump sum in exchange for pension income and engage in other questionable practices.
<i>Breakfast with Benjamin:</i> Barclays tagged for HFT. Plus: A looming 401(k) crisis, the marriage math for gay couples, the fuzzy math of inflation data, tapping into the fracking boom, and Russian stocks are not for the meek.
Agency's annual report reveals higher percentage of adviser exams, and priorities for next year.
A living trust can keep your affairs from public consumption; a will, on the other hand, is public record.
Veteran Social Security Administration employee shares how retirement, disability and survivor programs work.
<i>Breakfast with Benjamin:</i> Going short-term with investments. Plus: Watching the Fed chase the markets, punishing corporate taxes force more companies overseas, the Dow inches toward another milestone, the pros and cons of 401(k) loans, and you too can be a bond trader.
One study found that even if your tax rate is the same now as it will be after retirement, a Roth 401(k) is still the better bet.
Top 35 years of earnings, not final years, determine monthly amount.
Everything they do is magic, but they have to earn their own living, adviser says.
Proponents of the strategy tout its effectiveness in any rate environment.
The bill preventing a government shutdown includes SEC funding hike and allowance to cut pensions. Left out is language that would have killed the DOL's fiduciary rule.
Wall Street resistance has helped slow down a pending Department of Labor rule to strengthen standards for advisers to retirement plans. With a re-proposal slated for January, the Securities Industry and Financial Markets Association is urging more of its firms to contact Congress to oppose the measure.
Convinced of Social Security's shakiness, those born from 1979 to 1996 participate in retirement plans at high rates, according to one study.
Bringing bill to a floor vote expected for political gain: The issue may well play out in the Presidential election.
