A recent MassMutual survey found that Americans consider 63 an ideal retirement age. And that makes sense on a lot of levels.

"Clients trust us to secure their financial future. We can't be rolling the dice," a financial planner told Business Insider.

Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access information on a device and to provide personalised ads and content, ad and ...

The company’s diversification across wealth management, asset management, and insurance muddies the company’s financials, and investors might discount the company’s valuation because of this.

Lower interest rates over the next several years will stifle net interest income growth. The company may have a greater opportunity to recruit advisors as it fills holes in its geographic footprint ...

Emigrant Partners invests in $2.8 billion in Principle Wealth, and Choreo hires for a new role of people chief.

On the state level, though, the rules are different. A total of 41 states don't tax benefits, but nine do. If you live in one ...

The U.S. News Financial Advisor Finder can help you narrow down the best financial advisors in the Durango, Colorado area. Durango has up to 51 advisors to choose from and using our filters for fee ...

Federal employees who are being laid off have special financial needs, and advisors have a unique opportunity to help.

Hiring a financial advisor can be a controversial subject. Some people swear by the advice their advisor provides, but others ...

One of the most challenging things anyone can do in life is to plan for their retirement. While everyone hopes to make enough ...

The president may be the same as he was before, but circumstances are different this time around – and there are some lessons ...