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?

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 ...

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 ...

Its sleek appearance, easy navigation and concise presentation make this software essential for any size accounting practice. Money Tree Suite 2003 Money Tree Software Money Tree’s superlative ...

If you’re looking for ways to track your savings and financially map out your retirement years, there are many digital options available. Some are free, while others come at a cost or charge ongoing ...

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 ...

There are some classes of software that simply don't change much from year to year, and retirement planning software is one of them." Processing Content That was the lead sentence from last year's ...

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 ...