Older Americans are worried about when to claim Social Security. Financial advisors need to have much different conversations ...

Among advisors who plan to retire within the next 10 years, only 6% said they have a fully documented succession plan. A third said they would consider leaving their firm without a succession plan.

A financial planning and wealth management firm is eyeing further growth after completing a takeover. Suttons Independent ...

Commonwealth Financial Network has recruited a husband-and-wife team that managed more than $430 million in assets at Osaic to its network of independent advisors in Phoenix, according to a news ...

New survey findings from Edward Jones and Cerulli Associates show most Canadian investors are optimistic —61 percent say they feel positive about their financial futures. That number climbs to 72 ...

Retirement brings up different feelings. For some, it feels far away. Others see it coming soon. Recent numbers show a strange puzzle. People saved lots in 401(k)’s now. But account amounts are ...

Allworth’s acquisition of the Indiana-based firms enhances its presence in the Midwest while expanding its capabilities in ...

Jada, 52, is facing the existential dread of retirement. She doesn’t even plan to clock out until she turns 65, and she’s been saving for her golden years since her mid-20s. But her husband of 20 ...

Fidelity reports falling retirement confidence—discover 4 smart money moves to strengthen your retirement plan and secure ...

People who have just retired or are about to do so are vulnerable to sequence-of-returns risk, which means that a bad market ...