This niche could benefit if IRAs who provide planning or advice move to advisory platforms.

Nearly half of women fear becoming a bag lady when they get older, despite the fact that 60 percent of them are the primary breadwinner in their household and 54 percent are in charge of the finances at home.

The Maine Small Business Coalition has released a report that shows 39 percent of the state's small-business owners are older than 55 and increasingly reliant on social programs such as social security and Medicare.

Total holdings and investments of major public pension systems reached their highest level since their peak in 2007, according to the U.S. Census Bureaus Quarterly Survey of Public Pensions for the fourth quarter of 2012.