Retirement Trends

He used 4.5% with his clients in the late 1990s and 2000s. Meanwhile, Morningstar shows the implications of hard-and-fast withdrawal rules.

Q&A with Nicole Petrosino, SVP of Federal Government Relations at LPL Financial.

On average, advisors who were heavy tech users managed $239 million per practice, compared to medium users, who managed $183 million.

Part 2 -- Financial wellness connected to an organizations goals, culture and mission can have a measurable impact on an organization's bottom line.

Q&A with Steve Vernon, research scholar at the Stanford Center on Longevity, president of Rest-of-Life Communications, and Fellow of the Society of Actuaries.

Study finds advisors are looking to technology to help serve clients.