Barron's Advisor Retirement

The first wave of Gen Xers are worried that healthcare costs and other factors could send them back to work after their formal retirement, a new survey finds.

Many advisors expect that alternative investments such as private credit will make up only a limited share of retirement plans’ portfolios if the agency promulgates its proposed rule.

If retirees are forced to withdraw funds from a declining portfolio, those losses become locked in and can permanently impair long-term financial security.

Now advisor recommendations for handling one-time 401(k) rollovers won’t be subject to a fiduciary standard.

The company provided new revenue guidance as part of its monthly activity report, which provides details about the new assets Schwab is bringing in.

The company’s outstanding employee loans topped $4.8 billion as of Dec. 31, according to its annual report.

Proposals to allow younger workers to participate in 401(k)s and to promote automatic reenrollment were endorsed by an Edward Jones advisor speaking at the hearing.

The decision by the Fifth Circuit Court of Appeals effectively ends the latest episode in a long-running debate over enhancing standards for retirement advisors.

Advisors like being able to manage their clients’ retirement-plan assets held at their employers’ administrators, but plan administrators say those services pose a security risk.

Advisors share steps to take when they realize a client is suffering from cognitive decline.

If annuities are to become more broadly adopted in 401(k)s, consumer education and product innovation are needed, argues the CEO of Brookfield Wealth Solutions.

When the shutdown ends, Chairman Paul Atkins says the Securities and Exchange Commission will look at expanding retirement plans’ access to alternatives and modifying the accredited investor rule.

Even if interest-rate cuts slow demand for annuities, the trade group Limra is still expecting a strong fourth quarter.

Congress will need to adjust the program to improve its solvency. Here are the changes on the table.

The annual cost of living adjustment will raise the average retirement payment by $56 to an average monthly benefit of $2,071.

A new Goldman Sachs report finds that the rising cost of living is pushing retirement further out of reach for millions of workers.

A new survey released by Ameriprise shows that about three-quarters of affluent parents are helping to fund their kids’ homes, cars, and health insurance.

From not starting early to failing to plan for the inevitable setbacks, a new survey lays out Gen Xers’ retirement regrets.

Mike Bisaro, the president and CEO of $1.2-billion StraightLine, explains how his firm helps people at all stages of their financial journeys.

For many people nearing retirement, Medicaid planning will be a component of their long-term care.

A new survey from Schwab finds that fewer savers are taking hardship deposits or loans from their retirement accounts. Vanguard data tell a different story.

Age-old financial scams have become digitized, putting seniors at greater risk, says Adam Frank, head of wealth planning and advice at J.P. Morgan Wealth Management.

Merrill Lynch’s Ryan Moran helps families that span multiple generations have difficult, but important, conversations about inherited wealth.

The move could signal coming changes in SEC regulation regarding private markets.

Even wealthy people often fear running out of assets during their lifetime. RBC Financial Advisor Gina Thompson shares how she puts together a plan they can count on.