Average Retirement Age Leveling Off
Cultural and structural changes that converged to reverse a century-long decline in labor force participation may have petered out, the Center for Retirement Research says.
Edge 401(k) Funds Offers Personal Money Coach to Participants
A new 401(k) offering combines managed funds with personal guidance from a "money coach."
Financial Literacy Falling Among Military Families
A report released in February found that the general population scored higher on a financial literacy test than military households.
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—Slideshow
While advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
Boomers’ Newfound Freedom Changes How They See Home
Around age 61, boomers say they feel more freedom to live wherever they wish than they did when they were younger.
Is Crowdfunding the Great Investment Equalizer?
The collaborative nature of crowdfunding can be ideal for some investors, particularly women. And there's room for advisors to help.
On Social Media, Cut Through the Compliance Clutter and Connect
Hootsuite talks with pros in regulated industries about the challenges standing between their social media presence and forging deeper client connections.
Are Boomers Ready to Retire? It’s Complicated
Boomers are heading into retirement with some trepidation, according to a report from Jackson.
For Aequitas Capital, Small Firms Are the Sweet Spot
For firms too large for an SBA loan and too small to attract private equity, Brian Rice says Aequitas Capital has a solution.
3 States That Shuttered Pension Plans and Paid for It: NIRS
A National Institute on Retirement Security analysis shows that switching from pensions to DC plans might not fix underfunding problems.