REITs increasingly are being included in more meaningful allocations in investment portfolios.

Three reports identify trends that will influence retirement plan consulting in the years ahead.

The time-segmented approach and philosophy behind the software-as-a-service will help advisors scale their practices in serving retired clients.

The acquisition furthers Captrust's hold in the retirement plan space, now at over $600B AUA.

Less than a month into the new administration, there are clear signals this White House intends to invest in America's full potential.

Advisors need better ways to optimize retirement income if they hope to hold on to a grayer client base. Our tech columnist looks at two innovators that have taken up the challenge.

Despite a possible delay coming from the Biden administration, RIAs should consider updating their procedures to comply with some, but not all, of the new requirements.

Before rolling over 401(k)s, analyze any holdings in employer stock.

Common questions and answers on the new requirements.

The acquisition brings Captrust a larger presence in Northern California and continues its strategy of combining retirement plan services with wealth planning.