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"You know the industry that we're in, it's very much word-of-mouth," says Morgan Stanley's Fulvio Urbinati.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.

Recent graduates tend to be in a low tax bracket early in their careers when it pays for them to save as much as they can in a Roth IRA or Roth 401(k), writes an industry expert.

We've reshuffled our Top 100 bank advisors to list them by annual production. Here are the top 20.

Misty Megia is the head of accounting education and programs at TSheets.com, an employee time-tracking app on apps.com. She has over 20 years’ experience in market strategy, project management, public speaking, corporate branding, and channel marketing. Misty has driven success for companies across a variety of industries from hardware manufacturing to education and the accounting profession. Outside of her corporate life of travel and strategy, she is a performer, director and choreographer for live theater.

Kerpen focuses her practice on employee benefits tax and Employee Retirement Income Security Act matters related to 401(k), pension, health and welfare, and executive compensation plans, including designing, amending, and administering such plans.

Nash has extensive experience working with employers, vendors, and health plans on health care strategy, design, and implementation of health and welfare benefit plans.
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The Northeast prevails, but there's a surprise in the rankings revealed by this interactive infographic.

Will Hansen is the senior vice president of retirement and compensation policy for The ERISA Industry Committee (ERIC). He previously worked as a senior manager of global employee benefits at the Holland America Group and as manager of global employee benefits at Princess Cruises.

Chris Koide is senior advisor and vice president of financial services for Bambora North America.