Given the high-stakes nature of income planning, it's tragic that a significant segment of the financial advisor community embraces an income-generation methodology—the systematic withdrawal plan (SWP ...

Important events sometimes occur with too little notice. Occasionally, even a monumental development can escape adequate attention. An example of this occurred on Jan. 9. That day saw a historic ...

You can’t predict the future, of course, but that doesn’t stop some financial professionals from trying. Of the many methods devised to anticipate different possible futures in financial planning, ...

Advisors and websites often show clients the results of large numbers of Monte Carlo simulations. It is hoped that clients will be calmed by pursuing avenues predicted to have a 90% chance of success.

The Oasis Group CEO and founder John O'Connell dazzled his audience at ADVISE AI by showing how artificial intelligence can ...

Numbers are rather useful. This is unfortunate, because they're also rather confusing. Our brains have a hard time making sense of lists of numbers, so we employ an imaginary friend to help us — the ...