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Other firms have trod a similar expansion path — and stumbled. Will Laidlaw find its footing?

Clients should understand Medicare, Social Security and 401(k) changes that will impact on their retirement savings and income.

Nick Preusch, CPA, JD, LLM, is an accounting continuing education instructor with Kaplan Financial Education.

Supervisory failures at LPL Financial, J.P. Morgan Securities, Morgan Stanley, Merrill Lynch and Citigroup prevented assets from moving to beneficiaries on time.

Joel Yarbrough is vice president Asia Pacific at Rapyd.

Average management fees will be cut 8% on an asset-weighted basis.

This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.

“Everything’s on the table for consideration,” the bank's chief financial officer told investors. “He’s certainly not beholden to decisions that we made previously.”

Workers from both generations share similarities — and financial pressures — when planning for retirement, writes an expert.