Gerry Desmond, a retirement plan consultant with Arthur J. Gallagher & Co., says that whenever it seems fees for retirement plan consultants have reached a “new bottom,” they go lower...

Be careful. It’s Tax Relief Week at Morningstar.com, and the fund research group is running a series of in-depth articles on savvy tax-saving strategies for investors—and a good reminder for advisors as well. The lineup recently included Mornings...

Cash and carry. | Purestock/Thinkstock Some ETFs deliver more than the return of their underlying index, even after fees are taken into account, writes Tom Lydon of ETFTrends.com. Where does the extra cash come from? ETFs can lend out as much ...

Nothing can stop them now. | Di Okeefe/Hemera/Thinkstock Markets may be on a downward slide, but it’s not enough to force baby boomers to postpone their retirement plans. January was the worst on record for U.S. stocks since 2009 and Febru...

A protracted market meltdown is reviving the argument against risk-tolerance tools.

Some clients can be too frugal to the point that they don’t enjoy life. Here’s how advisors can help them open their wallets in retirement. 

Large retirement plan providers often lack customized services that are needed.

Implementation of new law will impact two strategies that increased lifetime income  

Only the most affluent households can afford to pay out of pocket, and private long-term care insurance covers only about 7.4 million people