A new wave of technological disruption is here, Kitces says. What's an advisor to do?

How the top RIA firms were able to find success in 2020 despite the challenges they faced, according to Schwab's 2021 RIA Benchmarking Study.

Redesigned statement shows what the estimated monthly benefits would be for each of nine years, claiming ages 62-70.

Bad actors still lie, cheat and steal, but their methods have changed — and so have FINRA's enforcement tactics.

The new, shorter statement, tested on some web users, has a personalized graphic to illustrate the effects of delaying benefits.

Dynasty Financial Partners CEO Shirl Penney weighs in on topics from Bitcoin, to returning to the workplace, to horse racing.

"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.

Last year's worst advisors allegedly ran Ponzi schemes, stole from the elderly and veterans, and one was even charged with murdering a client.