Advisor Sales Strategies

A large majority of baby boomers are delaying their retirement by an average of five years, according to a new study.

Fidelity Investments reported Tuesday nearly one-third of its plan participants who recently made a job transtion aren't sure what to do with their retirement savings.

Last week we opened the book on BNY Mellon's 401(k) to see how their own plan was performing in light of a new investment management leader.

We're going to look more deeply into the process – how to use very simple psychology to help people say yes to you.

As a result of the economic downturn, seniors and pre-retirees are more concerned than ever before about their ability to last through retirement — especially since they're living longer and therefore spending more time (and money) in retirement.

Those who weren't heeding the warnings about a coming retirement crisis before the Great Recession hit probably are now.