If you're looking for ways to track your savings and financially map out your retirement years, there are many digital options available. However, not all retirement planning tools and software are ...

Technology can help you run your business more efficiently and produce better results for your clients. A majority of advisors, 84%, use financial planning software to better serve their clients, ...

There are many avenues to success within the field. But it is difficult to imagine that anyone would pass up the opportunity to advise clients on retirement. Retirement issues are the No. 1 financial ...

Financial advisors are not a homogeneous group. There are many avenues to success within the field. But it is difficult to imagine that anyone would pass up the opportunity to advise clients on ...

articles explores various wealth-management components, explaining the importance of each. Retirement planning and investment guidance is one of the most required aspects of wealth management.

Questions about retirement often keep clients up at night: Can I afford to retire within the next 10 years? What will happen if I retire at age 60 instead of 65? What if I have a health care crisis?

NextCapital, a 401(k) managed accounts software company, has just raised a $6 million Series A funding round from several of its biggest customers. Russell Investments and Transamerica Ventures Fund ...

BOSTON -- In among the year-end statements now arriving in your mailboxes from financial-services firms are invitations to use their retirement-planning calculators. You'd be wise to ignore that offer ...

As financial services become increasingly automated, retirement-spending apps have emerged that enable you to enter your income needs and portfolio information in order to ostensibly get a reasonable ...

Financial advisors are not a homogeneous group. There are many avenues to success within the field. But it is difficult to imagine that anyone would pass up the opportunity to advise clients on ...