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Advisors say it's important to help clients plan ahead of time in order to survive and ultimately rebuild after an emergency.

The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.

The investment banking giant has been the subject of regulatory probes regarding the way it vets prospective clients. So far, that's not driving away potential clients, executives say.

CEO Ted Pick said nearly half of net new assets Morgan Stanley brought in last year landed in fee-generating accounts — and that's right where he wants them.

Trey Tagert is an adjunct professor of banking and financial services at Collin College. He is also the vice president of fair and responsible lending at HTLF Bank.

Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse Financial Group Securities.

Almost half of women say they will outlive their retirement savings, compared to 38% of men.

Borja Perez is Vice President, Product Delivery, at CloudPay, the leader in global payroll and payment solutions. Perez began his career at PwC before working for other global organizations, including IBM and ADP. He has worked with CloudPay since 2020 and is presently involved in shaping the modern pay experience for the global network of businesses with whom the firm partners.

The regional giant reported $2.2 trillion in client assets last year, despite seeing its net new flows decline.

The number of financial advisors at America's biggest bank dropped slightly from last quarter but was still up from last year.