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Help clients avoid costly mistakes when enrolling in these essential programs.

A 7.3% hike warrants attention, and advisers can help ease the transition.

Though it is a contrarian idea, opting to get the money sooner will net the most value.

The bank may be on the hook for hundreds of millions of dollars in tax penalties, lawyers say.

Fund managers' and strategists' views and recommendations on the main investment risks and trade opportunities in the new year.

The legal setback for the rule's foes still leaves three ongoing court challenges, as well as an uncertain future after Trump takes office.

The wirehouse will leave its core pay grid untouched for 2017.

Many would argue the retirement fund is archaic, inelegant and user-unfriendly. Is it time for something new?

Investors are advised to reduce their risk capacity and get their portfolio ready for the distribution phase once they are within five years of their retirement.

Collectively, this year’s mega movers managed more than $23 billion in client assets.