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When it comes to gifting to a child that isn’t your own, author Erin Lowry writes things do become a tad more complicated.

Even those who haven’t had a pay cut are revisiting the decision, with 22% tweaking the date, most aiming for a later exit, research shows.

The factors that had so many predicting go-go growth over a year ago are still very much in place.

Younger workers are more prone to monetary concerns than their older counterparts, due to a lack of savings and other factors, a recent survey found.

Advisors who leave wirehouses face key tax considerations to become successful RIAs.

Phil Denniston is an experienced healthcare publishing and consulting executive, having successfully built and managed major ventures impacting the health and productivity of working people.

Moves and news at Macquarie, Rockefeller, Vanguard, Orion, and elsewhere in the financial-advice industry this week.

Mairtin O'Riada is CIO and co-founder of Ravelin.

Peggy Ho built the rival firm’s government relations team, and she’s joining the new firm at a pivotal time in wealth management regulation.