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Advisor "reaped substantial profits" from 65 clients by using block accounts, the regulator says.

Allison De Paoli is the founder of Altiqe.

Pairing a variety of Vanguard bond funds with an S&P 500 fund may help you rethink how to craft the classic 60% equity, 40% bond portfolio.

Nick Frankland is Managing Director of fintech at Legal and General.

Sales dropped by 8% last year, but LIMRA finds reason for optimism in 2018.

Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.

John Milne is a benefits consultant at Corporate Synergies and works in the Mount Laurel, New Jersey, headquarters.

Chris Caldari is a benefits consultant at Corporate Synergies, and works in the firm’s New York City regional office.

The move could help the firm block former advisors from contacting clients.

Anticipating volatility and its implications could make a big difference.