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 ...

That was the lead sentence from last year's roundup of retirement planning software, just before the crashing economy and the loss of trillions of dollars in assets made that statement ridiculous. Not ...

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 ...

Because they are still closely interrelated, this report on retirement planning software includes several packages that also address estate planning. But in future years, it's reasonable that planners ...

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?

Program looks at all factors affecting retirement income A client's age, family size, salary and years remaining until retirement are just a few of the factors that help determine how much money she ...

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 ...

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 ...