Retirement Planning

The retirement account end run for high earners is on a long list of changes being pushed by government policy makers. Here is what advisors need to know.

Are robos really robo-allocators, rather than advice givers? | Deniseus/iStock/Thinkstock Tadas Viskanta asks a group of well-known, independent financial bloggers a simple question: If venture capital for robo advisors has reached a peak...

Back in 2013, the Department of Labor issued guidelines for retirement plan fiduciaries around implementing customized target-date funds, as opposed to the off-the-shelf variety...

One likely force behind some of the rise in overall confidence: the housing market.

We urgently need a better retirement system, and luckily it's still possible to develop one

Most young families should put retirement ahead of college on their list of financial goals.

Ponzi scheme? Aequitas Capital Management, the Lake Oswego, Ore.-based alternative investments firm that made a bad bet on student loans, was charged by the Securities and Exchange Commission for concealing its “rapidly deteriorating finan...

Don't bite. | Copyright Mario Tama, Getty Images The Zika virus is the latest health crisis to strike, and the Centers for Disease Control and Prevention has issued a public health alert for travel to places where the virus is spreading. B...

Clients are very concerned about the financial ramifications of getting Alzheimer’s—they’re just not doing anything about it. A recent survey performed by WebMD entitled “Insight Into Alzheimer’s Attitudes and Behaviors” polled 4,200 site user...