The programs, including one launched last week by Fidelity, won't make everyday investors millionaires, but they help
Financial advisers can help clients make the most of their benefits by considering key details about their age, marital status and work history.
Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.
Girard Secuirities is being audited by the SEC, which is focusing on the firm's supervision of branch offices. CEO suggests move is part of larger investigation.
A college football star wants to be a financial planner.
70% of widows leave their advisers after their spouse dies, so here's advice to maintain these relationships
Template-based web design systems might make things easy, but most of them have major drawbacks.
Stress tests, rate outlook bode well but negative sentiment on the sector remains.
Regulatory changes to $2.7 trillion industry leading managers to create alternatives for clients.
With divorce filings high at the start of a new year, brush up on tax and other implications of marriage dissolution.
Chairwoman says agency is considering augmenting adviser exams with third-party audits.
Tony Robbins wants to be a champion for RIAs, bringing the inspirational advice he's given to entrepreneurs and CEOs to advisers working to build their businesses. </br><b><i>(Also: <a href="http://www.investmentnews.com/gallery/20141116/FREE/111409999/PH/tony-robbins-7-steps-to-financial-freedom" target="_blank">Tony Robbins' 7 steps to financial freedom</a>)</b></i>
Cerulli study suggests quantitative manager selection and staying invested during downturns helps home offices outperform advisers.
Scott Powers, outgoing SSgA chief, plans to retire later this year.
<i>Breakfast with Benjamin</i>: Foreign mutual funds might be a good hiding spot for investors as U.S. stocks peak in cost.
Financial advisers do amazing work for their clients, but they also do amazing work for their communities. Advisers are incredibly charitable &mdash; lending their unique skills and perspectives to important causes in communities across the country and around the world.
More families are buying second houses as escapes, not as investments. One important question: Will the house still be a pleasure as you age?
Being used in target date funds, but higher fees may prevent widespread use
Republicans stand alone as a barrage of letters flood Capitol Hill aimed at stalling the pending rule – at least, for now.
Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.
