As life expectancies get longer, seniors and soon-to-be seniors are slow to accept the need to plan for so many years going forward.
Although estimates of life expectancy just got longer, clients aren't prepared to make hard planning decisions.
<b>Breakfast with Benjamin:</b> Here's a new way to think about building a portfolio for your retired clients using the old bucket strategy. Three buckets for three timeframes
Here's how to get a solid will and other essential documents without bankrupting your heirs.
They're young, they're sharp and they present a huge opportunity for advisers.
Some IBDs are finding extraordinary success in leveling the ranks of male and female advisers, even though on average less than one out of every five advisers today is a woman. Here's how they do it.
Home-equity product works if you plan to stay in your home indefinitely and could use some supplemental income.
<i>InvestmentNews</i> contributing editor reflects on how life has changed since her husband retired a year ago.
Two disparate pieces of recent news highlight the risks of knee-jerk reactions
RCS Capital Corp., the struggling brokerage group cobbled together by real estate developer Nicholas Schorsch, is exploring a sale of its independent broker-dealer, according to people with knowledge of the matter. <i>Plus: <a href="//www.investmentnews.com/article/20150921/FEATURE/150919894/how-nick-schorsch-lost-his-mojo"" target=""_blank"" rel="noopener noreferrer">How Nick Schorsch lost his mojo</a></i>
Group focuses on mainstream and alternative investments such as nontraded REITs.
Group of three advisers produced $7.8 million in revenue.
Some technology providers see potential integration partners as competition, while others respond to adviser demands by partnering with rivals.
Newly launched service provider RightCapital thinks it has created a better mousetrap and is undaunted by the hypercompetitive market.
Saving 15% or more is something to aspire to. But starting to save early, and saving consistently, can also take you a long way.
Of the 13 million participants in 401(k) plans administered by Fidelity Investments, close to 421,000 are young "super savers."
Marc D. Lowe, who was terminated over alleged “inappropriate workplace behavior,” joins Wells' employee channel.
Plumvo offered its online-brokerage, wealth-management and personal-finance software to investors and advisers for free, but ultimately was unable to make its business model work.
The farther an adviser gets away from client-related activity, the greater the potential drag on efficiency
This underutilized method can provide a variety of benefits, such as reduced risk of rising taxes and the ability to better control taxes on Social Security benefits and Medicare premiums.
