An old idea to increase all Social Security recipients' benefits by the same dollar amount each year is gaining traction, but some say this would be a disaster for middle-income Americans. In 1987, ...

The healthcare affordability crisis is crushing everyone, but it has become downright calamitous for small businesses. Survey after survey after survey shows that employers expect healthcare costs to ...

I was recently at a conference in Nashville this spring, when a guy grabbed my arm and said, "Matt. You have to see this.” He pulled up Zocks on his phone and showed me the transcript from a client ...

The midterm election season has entered its final stretch, and Wall Street is busy drawing up game plans for a range of scenarios. Yet, in a fortuitous turn of events, the best outcome for markets is ...

Rarely have all the stars aligned to shine on a profession and create an environment as favorable as the universe facing financial advisors today. The demographic and financial market dynamics ...

Beginning almost 20 years ago, an obscure advisor in El Cajon, Calif., published a series of papers defining sustainable withdrawal rates from retirement portfolios. Based on a historical ...

Morningstar research suggests that clients retiring in 2026 could start with a withdrawal rate of 3.9% and, adjusting for inflation, continue through a 30-year retirement without running out of money.

Perhaps one should avoid the temptation to use house metaphors when describing something like an RIA business. And yet. Like your house, your advisory firm has likely got a lot of your personal stake ...

For some of your clients, the market’s nearly 600% gain since the global financial crisis of 2008 might have a downside: Chances are they are holding some heavily appreciated stocks that tip the ...

In the future, will people have relationships with their financial advisors or with the advisors’ broker-dealers, custodians and other affiliated businesses? It’s an uncomfortable question. Clients ...

According to Pew Research, more than 10,000 baby boomers are turning age 65 each day in the United States -- and this trend related to the largest generation of seniors in history will continue on for ...

Female advisors still make up somewhere around only a quarter of the financial advice industry, according to various sources like AdvizorPro and the Financial Industry Regulatory Authority. And that’s ...