Roughly 61% of boomers currently own homes, and among this group, more than half (54%) never plan to sell, the company found. Just 15% expect to sell in the next five years. That means they’ll likely ...

The price of success? About $270,000 a year. That’s the annual salary it takes to be considered financially successful, according to a survey released Friday by financial services company Empower. The ...

“A lot of people are putting a plan in place to move if need be,” said Paul Williams, chief executive officer of visa consultancy La Vida Golden Visas, who noted that traffic went up on his site ...

The president-elect's agenda promises uncertainty and volatility for stocks. A healthy exposure to bonds may be key to peaceful sleep.

Trump has pledged to extend his 2017 tax cuts and eliminate other levies on tips for service workers and Social Security benefits. He’s also pledged to impose a 10% or 20% tariff on all imported goods ...

Donald Trump’s search for a Treasury secretary remains in flux, with the president-elect telling allies and advisors in recent days that he’s yet to be completely sold on the candidates he’s ...

Dale Grubb spent the last 15 of his 40 years in the business with Morgan Stanley, where he worked for seven years alongside his son, Matthew. Dale said jumping to Raymond James was a “strategic ...

A recent Social Security solvency proposal from the American Enterprise Institute is taking direct aim at affluent American retirees, namely the clients of many financial advisors. The ...

Schwab is facing a leadership change at the start of the year as Walt Bettinger cedes the CEO role to Wurster. Bettinger turns 65 next year and has led Schwab since 2008, and Wurster’s been with ...

“There’s nothing to suggest to us that the rally is necessarily just about to end here,” Kelly, JPMorgan Asset Management’s chief global strategist, said in an interview. “The next two years are going ...

Daniel Pink offers ways for advisors to harness the power of regret for themselves, their firms and their clients.

To make it easier for advisors to gather information about alternative investments, iCapital has announced the acquisition of AltExchange, a leading artificial intelligence (AI)-driven data ...