Exploring the Retirement Risk Zone
By David Blanchett, Michael Finke and Wade PfauPortfolio returns in the years right before retirement are more important than those immediately after, our analysis shows.
August 14, 2025
Why Are Investor Returns Lagging by 15% a Year? (It's Not Fees)Morningstar uncovered the habits of investors whose results trailed those of funds in their portfolios over the past decade.
July 24, 2025
Cutting Clients' Taxes Is a Must-Have Skill for Advisors: CerulliYet less than half of practices offer tax planning today, according to the research firm's latest study.
August 29, 2024
Housing Wealth Puts Millennials Closer to Retirement ReadinessEarlier generational shortfalls have closed thanks to a big jump in the value of their homes.
August 23, 2024
RIAs Are Moving Fast to Offer HNW Services: SurveyA growing number are embracing family office services, investment banking and work on trusts, Raymond James research finds.
August 16, 2024
Here's When Many Americans 'Really' Plan to RetireCostly expenses and financial fears have many set to work well past traditional retirement age, a poll finds.
July 18, 2024
Most Americans Think There's a 'Retirement Crisis' — But Not for ThemselvesIn a new survey, many said the U.S. was facing a crisis while also feeling OK about their own situations.
July 09, 2024
The Fund Fee War Might Be Slowing Down: MorningstarThere were more fee increases than decreases among both passive and active funds for the first time since 2019.