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For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.

The deal will give the firms more resources to boost their technology and spur growth, according to an industry observer.

Julie Stone is the health & benefits specialty practices/intellectual capital leader for North America at Willis Towers Watson.

Stone is general counsel at ConnectYourCare.

Mark Zandi is chief economist of Moody's Analytics, where he directs research and consulting. His research interests include macroeconomics, financial markets and public policy. A trusted adviser to policymakers and an influential source of economic analysis for businesses, journalists and the public, he has frequently testified before Congress on topics including the economic outlook, the merits of fiscal stimulus, financial regulatory reform and foreclosure mitigation.

A judge issued a ruling after intensely scrutinizing advisors' emails and text messages to clients.

Mounting concern over the potential impact of rising interest rates has many investors seeking lower-cost options.

Marten Nelson is co-founder and vice president of marketing at Token.

Naming a young grandchild as beneficiary of a traditional IRA could be a wrong move, as the distributions will be subject to the "kiddie tax."