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The 40-advisor OSJ brings more than double the assets of any other new group unveiled across the IBD network in 2020.

A moderate pick with financial sector ties could upset progressives, while the likely GOP majority in the Senate could balk at a nominee seen as too liberal. Here are some of the candidates.

Funding for wealthtech is also picking up, with firms attracting $1.5 billion across 62 deals in the third quarter.

With a new administration, the regulator has an opportunity to renew its focus on a key pillar of its mission.

Advisors need a complete picture of the unique defined benefits and compensation a veteran receives.

In unique circumstances, contribution limits to a Roth IRA do not apply. Here’s why.

While Trump’s administration could slow down transition efforts by disputing election results, big U.S. companies are moving on.

If Republicans keep their majority, the incoming administration will likely have to pick moderates over progressives to have any chance of getting its nominees approved.

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.

The president-elect's pledge to repeal President Trump‘s tax cuts as soon as he is inaugurated may be stymied for the foreseeable future.