Inequality will worsen because the wealthy are by far the largest owners of equities.

Some important implications for advisors catering to UHNW and HNW clients.

Regulators warn about cryptocurrencies, wealthy families struggle with family and Qualified Plan Advisors acquires the retirement practice of Ascende Wealth Advisers.

Why Americans should stop mourning the loss of traditional pensions.

Sheltered Harbor relies on a “buddy system,” in which companies pair off, promising to step in for their partner with a backup set of account information if hackers succeed in erasing or locking up files.

A primer on Social Security Disability Insurance, the program’s largely misunderstood non-retirement benefit.

We have to lead by example, and it has to start much earlier.

Staying with clients through times “good or bad, happy or sad,” means choosing to talk to them now, when markets are doing well, rather than waiting until you have to, after the inevitable downturn.