Downsizing is a myth, one study finds: A third of retirees bought bigger houses.
Discovering a freedom threshold and dispelling the downsizing myth
Put down your box of receipts and check out these tools.
A typically conservative group, some advisers are holding back even as demand picks up.
Annual survey by Pensions & Investments finds DC plans gained 12.8% last year, driven mostly by market gains.
Education, technology and policies are key to online fraud prevention, experts say
If clients fit the requirements, now is the time for them to take action and reduce unnecessary medical spending and hassles
When it comes to the client data for which you're responsible, protecting clients' privacy and finances must come first.
For investors worried about how stocks will react to rising interest rates, last week's trading may provide some guidance. Following the biggest one-week jump in 10-year Treasury yields in more than a year, investors are selling the highest-yielding companies in the S&P 500.
<i>Breakfast with Benjamin</i>: The energy sector has the highest level of short interest since 2008. Plus: Apple's market value tops $700 billion and already talk turns to the $1 trillion mark, Carl Icahn says Apple is already there, and is it time to rethink filing taxes online?
Combine tax-efficient withdrawals and Social Security claiming strategies to improve retirement outcomes.
The vast majority of these funds are new, and they require scrutiny in context of other assets.
Find out which separately managed accounts fared the best in the fourth quarter of 2014, across each major sector.
<i>Breakfast with Benjamin</i>: A stronger dollar and record valuations for global stocks have kicked the precious metal to the curb.
Guaranteed lifetime withdrawal benefits are back
<i>Breakfast with Benjamin:</i> Real estate might not deliver as expected. Plus: This week, we'll really know how the drop in oil affected companies and consumers; in currencies, it's not all about the Swiss franc; it's budget day in Washington; and all the Super Bowl ads, in case you missed them.
According to new data, adviser headcount fell by 1.9% in 2013, as about 5,500 advisers left the industry and were not replaced.
Today's <i>Breakfast with Benjamin</i> includes gold hitting its highest level since September. Plus: Obama wants to tak 529 plans to fund free community college, emerging-market-debt managers emerge from the wreckage of 2014, and it's time to change some passwords.
Don't be threatened, it's nothing but an opportunity to get to know the client better.
