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Retirees who opt to defer their Social Security and pension benefits and have no taxable income may want to sell securities outside their retirement accounts.

Create an everlasting cultural legacy for employees to make a seamless transfer.

Nick Bapis is a partner and managing director at The Bapis Group at HighTower Advisors in New York and Salt Lake City.

"It's always nice when one poker player folds and it's down to two or three players," one recruiter says.

As university planning programs churn out the next generation, RIAs may want to drop by campus.

Executives at the embattled bank made clear Thursday that they are not discarding its long-standing strategy of selling additional products to existing customers.

Wean them away from the notion that they have just one adviser at the firm.

Self Lender and Wela, two fintech startups, are making their marks on the PFM space by providing incentives to users to manage their money wisely.

Banks have warmed up to digital wealth management tools but will need to use their human advisers, too, to beat fintechs.

Peter Marcia is CEO of YouDecide, an employee voluntary benefits and discount program. Prior to his involvement with YouDecide he was Vice President and National Director of Employee Benefits for Hilb, Rogal and Hobbs, the world’s 10th ranking broker, where he led the company’s strategic business unit. Previously, he led the employee benefits practices of Hobbs Group, LLC, in Atlanta and O'Neill, Finnegan & Jordan of Boston. Active in numerous professional organizations, Marcia is a past member of the National Business Group on Health, New England Employee Benefits Council, the CIAB Board of Directors of the Council of Insurance Agents and Brokers, Wellness Councils of America and the Society of Human Resource Management.