Higher Medicare premium payments are hitting a growing number of affluent retirees, thanks to recent changes enacted by Congress. Here’s how to help your clients deal with them.

Communication is the biggest reason for faulty wealth transfers, public pensions are in danger of running dry and AdvicePay extends its funding round to $2 million.

Wealth management was immune to Deutsche Bank’s cuts, millennials are outdoing baby boomers on retirement saving and Hearsay Systems creates a compliance-friendly mobile tool.

Approaches vary from no social media presence to targeted pilot programs.

Sixty percent of college-educated, not-yet-retired men say they're comfortable managing their investments, compared to 35 percent of women.

More bitcoin bashing, how utility costs affect retirement and a crypto miner takes a nice, warm bath.

Middle-income IRA owners could have a great opportunity.

Financial advisors are frustrated with annuities’ cookie-cutter approach, E-Trade’s custody platform TCA adds money managers to its exchange and MyVest “modularizes” its Portfolio Management Suite.

DIY investing may help clients bridge the retirement gap by reducing portfolio management costs, but it can result in other gaps opening wider.

LearnVest advisors being offered jobs at Northwestern Mutual, retirees are experiencing financial challenges and two Buffalo firms merge.