Advisor News

Micro 401(k) plans are set to rapidly expand over the next few years due to incentives provided by SECURE 2.0, and states mandates.

Divorcing near or after retirement – “gray divorce” – presents unique challenges for a couple that has created a joint retirement strategy.

Geographic distance should no longer be a factor when choosing a financial advisor.

A 529 plan, with its tax benefits, can be a great way to save for a college education. How aware, though, is the average American of the 529 plan and its advantages?

We think current conditions more closely resemble those preceding the decline of the “Nifty 50” stocks in the early 1970s.

More details are needed before the strategy and impact associated with the so-called “Trump baby accounts” can be fully known, analysts say.

August marks the 90th anniversary of Social Security; its defenders raise new warnings of privatization in the Trump era.

No one wants to think about the care they might require in the no-go years of retirement, yet most of us will likely require some sort of care in our elder years.

Joel Barjenbruch is a firm believer in the pursuit of knowledge and being a lifetime student, and he finds it crucial to leverage his studious mind in aiding his community.

Many pre-retiree surveyed say they no longer subscribe to traditional retirement norms and strategies, such as the 4% Rule.

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025.

The great wealth transfer is reshaping the financial landscape as trillions of dollars will change hands over the next 23 years.

Many investors today are looking beyond the typical mix of stocks, bonds and mutual funds.

Financial planners are significantly increasing their use of alternative investments, amid ongoing economic uncertainty.

By a wide margin, most Americans today continue to trust financial advisors with their money management over artificial intelligence tools alone.

The increasing complexity of wealth transfer makes collaboration less of an option and more of a necessity.

A rising number of workers who are saving in 401(k) plans say it is important for their retirement plans to provide life-time income options.

Reverse mortgages—specifically the Home Equity Conversion Mortgage (HECM)—have matured significantly over the last 20 years.