WealthManagement.com asked several retirement plan industry leaders for their thoughts on the key events and emerging trends from 2018. Here are their thoughts.

Those who own the most equities don’t have a lot of time to recover before retirement, and are likely to sell into any rally.

It might be better to take the cash from mutual fund distributions.

A soft launch of the healthcare planning software meant for the public this month will allow the firm to test drive how the application performs with larger numbers.

Q&A with Fi360’s John Faustino.

The most important financial step a parent can take is to set up a special needs trust in the child’s name.

Edmond Walters said he plans to help the firm employ technology more effectively.

Tax-smart Social Security guidance makes its way onto EQIS Capital Management’s TAMP for advisors.

Giants in their respective industries, the two firms are focused on developing lifetime income products and guiding financial behavior.

Led by Tiger Global Management, the Series C round will help fuel aggressive growth for the disruptive firm.