Given the current interest-rate environment and other factors, advisers disagree about whether the number is too conservative or not conservative enough.
Effects from winding down a large portion of the Federal Reserve's record $4.5 trillion portfolio are expected to ripple across financial markets.
The acquisition is a vote of confidence in the utility sector's ability to deliver a steady, predictable flow of income .
Tax advantages lead to investing and the need for financial advice.
Financial advisers will need to become fluent in pension math to properly guide clients
Sole proprietors have the hardest time with succession planning.
SEC chairman acknowledged that tighter budgets would require increased efficiencies to meet examination goals.
The HEART Act permits rolling all or part of life-insurance and combat-related-fatality payouts directly into the tax-free retirement plan, but few take advantage.
Matching defined contribution plan expected to see more money, more need for sound advice.
Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch.
