Financial advisors can do a better job of educating their clients on Social Security benefits, according to a recent survey that showed consumers remain unfamiliar with basic retirement planning strategies. The report by the Financial Planning...

We'll take the middle one. | Copyright Matt Cardy, Getty Images Investment advice is more than telling your clients "no" to those supposed big-ticket money pits like buying a boat or installing a pool at their homes. It's about understandi...

Negligible nationally

Gone sailing. Principal Financial Group may be retiring Eddie, the firm’s advertising mascot for the past 10 years, but the “every man” cartoon character should be able to enjoy his golden years thanks to the financial planning advice he a...

Research shows that clients are likely too optimistic about income growth in the latter part of their careers.

Make the call. Financial Engines announced Wednesday that 401(k) plan participants can now call a Financial Engines advisor for no additional charge, regardless of whether or not they use the company’s investment advisory services. Similar...

NextCapital is making retirement planning the focus of its enterprise digital advice software with a major upgrade to its 401(k) platform. With new portfolio tracking and account aggregation features, NextCapital's 401(k) Digital Advice Platfo...

Yield. Consumers can’t always trust the advice they get from Social Security, Money magazine’s Philip Moeller reports. Many investors utilize the “start-stop-start” method when taking their benefits, which basically equates to claiming Soc...

Helping clients face the facts of growing older.

Someone had to be first. Folio Investing and Folio Institutional announced Tuesday that it would be the first broker/dealer to offer NextShares, the actively managed funds that look like exchange-traded funds, directly to individual invest...