Instead of reducing equity exposure as clients age, data suggests doing the opposite.
Morningstar's Sarah Newcomb says ensure clients aren't overwhelmed by having to make too many decisions, and are realistic about spending and saving.
Change is hard, but these six wealth management trends won't wait.
Consumer expectations about aging and retirement are rapidly changing.
Measure would allow companies to make contributions to retirement plans for employees paying down college debt.
Senior depression is often overlooked when financial advisers consider hurdles their clients may face as they age.
Advisers selling wealth management or financial wellness services should be careful, according to experts.
The man who won the largest whistle-blower award in SEC history thinks pension mismanagement is hobbling U.S. retirement security.
Gen X investors saw average accounts rise to $268,900 from $37,000.
Passive target-date funds, which invest primarily in index funds, got nearly all the new money flowing into target-date funds last year
Class-action suit alleged the firm mismanaged its own retirement plan and profited at the expense of employees.
Advisory clients are better informed about claiming strategies.
Advisers should use outside-the-box ways to communicate their values to clients.
IRA funds withdrawn and timely rolled back into the IRA are protected in bankruptcy — no matter what the funds were used for while outside the account.
Higher taxes and debt forgiveness could work if they're done correctly.
Some are signing off on premium increases in the 200%-300% range, one executive said.
Plan advisers and record keepers that don't adjust will be left behind.
Brokerage tax statements don't always reflect all of an investor's accounts or original costs.
Edward Jones is an outlier among its peers, experts say
Medicare premium hikes could wipe out the cost of living adjustment for some retirees — again!
