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The firm has picked up 19 advisors and opened six offices this year.

Denika Tokunaga says breaking into the profession can be difficult if you don’t fit into the traditional image of a financial advisor. Here’s how she did it.

The metal’s price has dipped from its high in September amid a raft of good news that has boosted investors’ risk appetite.

Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”

The Reverence Capital Partners-backed network would expand into nine subsidiary brands with 11,500 advisors under the deal, taking the selling firm private.

The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.

Michelle Canaan is the manager of insurance research for the Deloitte Center for Financial Services.

Kelly Cusick is a managing director with Deloitte Consulting LLP in Chicago and advises insurance clients on transformational initiatives related to their underwriting, product management and actuarial functions.

Alyssa Place is the editor-in-chief of Employee Benefit News and has been with the team since 2019. Her work covers mental health, DEI, women at work, financial wellness, retirement and workplace culture. She was previously a video producer at Yahoo Finance with a focus on personal finance and career development, and has also worked for ABC World News with David Muir and ABC 20/20. Her writing has appeared on amNew York, The Daily Beast, Yahoo Finance, Huffington Post and ABCNews.com. Alyssa graduated with a bachelor's degree in journalism and sociology from New York University.

With careful planning, they can be among the 72% of U.S. students to get need-based assistance.