Client Service

Conventional wisdom says that as confidence falls, thirst for advice climbs. 

Candidates should focus on averting elderly poverty, health issues of the elderly and eliminating ageism, among other things, says Ken Dychtwald, CEO of Age Wave.

Small-business’ equity is rarely as liquid, or even as valuable, as its owner expects, especially when one needs to cash it out quickly. 

Many wealthy families avoid discussing money and inheritance, a survey finds.

An analytical approach to financial wellness is helpful for some retirement plan participants, but “it’s often emotion that puts retirement money in motion.”

Parents are worried about their independence as they age; kids are worried about their aging parents’ quality of life; parents are worried about their kids’ health and finances;...

From managing stress to improving resiliency, companies are finding new ways to assist with their employees’ financial challenges.

When working with tribal nations, building a solid relationship is the first and most important step.

New research from Charles Schwab suggests tax season drives investors to focus more on financial planning and wealth management. 

It gets participants' portfolios on track and presents an opportunity to select lower-cost funds.

Pension consulting expert warns PBGC premiums have reached an unsustainable level for many plan sponsors. 

The California Public Employees’ Retirement System was asked by two retired police officers to include hiring discrimination settlement dollars in defined benefit pension calculations.

Rather than considering contributions, cross-testing focuses on benefits.

The financial firm will pay benefits for retirees of Chemtura Corporation.

Top advisers understand the importance of “the experience revolution” that has reshaped the way people shop for all types of goods and services—even defined contribution retirement plans. 

Living firsthand through some seriously tough times for defined benefit plans, many pension plan sponsors are turning to advisers and consultants for help.

DC plan sponsors need to be educated to overcome myths and fears about including guaranteed income options in their plans.

Far and away the most financially stressed generation of U.S. investors, Gen X is clearly a good target for advice. 

Target-date funds and other QDIAs are often thought of as set-it and forget-it investments, but new data from J.P. Morgan Asset Management highlights the need for ongoing guidance...

Managing director of AB’s alternatives and multi-asset arm offers helpful reminders amid rocky markets—most notably, that volatility is normal and actually a key source of opportunity.