The Retiree

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  Top 10 Ways to Stop Elder Financial Scams

  By Melanie Waddell, AdvisorOne  |  March 28, 2013

  CFP Board consumer advocate Eleanor Blayney describes 10 common situations in which older Americans are vulnerable to financial abuse and offers advice to guard against it.

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  How to Tax-Manage Your Client’s Portfolio

  By Joyce Hanson, AdvisorOne  |  March 27, 2013

  It’s tax time. Do you know where your client’s assets are allocated?

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  Retirement Assets Rise 8% in 2012

  By Melanie Waddell, AdvisorOne  |  March 27, 2013

  Retirement assets reached $19.5 trillion, a 44.4% jump from 2009 recession lows, according to data released Wednesday by the Investment Company Institute.

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  Clients List Top Money Mistakes: Edward Jones Survey

  By John Sullivan, AdvisorOne  |  March 27, 2013

  Nearly 80% of Americans have made money mistakes. Given the financial situation of many Americans, we’re surprised the total's not higher.

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  Time Not on Our Side, Americans Say

  By Danielle Andrus, AdvisorOne  |  March 26, 2013

  Nearly a quarter of Americans say their biggest obstacle in planning for retirement is that they don’t have enough time, according to a study by Northwestern Mutual.

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  Live (Not Too) Long and Prosper: Bankers Life

  By Danielle Andrus, AdvisorOne  |  March 26, 2013

  Longevity, one of the major risks investors face in retirement, is also one of the furthest things from their minds.

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  Your Client’s Brain: Coping as Your Clients Age

  By Olivia Mellan  |  March 26, 2013

  As the brain ages, there is a decline in the ability to make decisions matched by a misplaced confidence in that ability.

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  New York Life Stresses Value of Auto-Enrollment

  By Danielle Andrus, AdvisorOne  |  March 25, 2013

  A survey found that if workers were automatically enrolled in a retirement plan at a 3% rate, just 11% would opt out.

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  Overcoming Your Clients’ Emotional Volatility

  By Savita Iyer-Ahrestani, AdvisorOne  |  March 25, 2013

  Now more than ever, advisors need to have nerves of steel if they’re going to help investors stem overreactions to events like the recent news on Cyprus’ banks.

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  Top 25 401(k)s for NYC-Based Companies: Where Are the Big Banks?

  By Joyce Hanson, AdvisorOne  |  March 22, 2013

  Say goodbye to BlackRock, Goldman Sachs, Morgan Stanley and other finance giants—this year's list of the best plans is seriously competitive.