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If equities languish, one adviser says be more cautious on muni fixed income.

Stephen Coty is the Chief Security Evangelist at cloud security and security-as-a-service provider Alert Logic with over 20 years of experience in data security. Previously, he held security positions at Rackspace Hosting, Wells Fargo Bank, Applied Materials, Stanford Medical Center and The Netigy Corp.

The firm's newest recruits have been in the business for two decades.

Fair and equitable can mean different things to different people, as Lise Robinson now knows from personal experience.

Former Morgan Stanley advisers discuss the pros and cons of leaving a wirehouse.

Former Morgan Stanley advisers discuss the pros and cons of leaving a wirehouse.

A line-by-line review of this form can spark a broader financial review that benefits clients. Plus, turn medical expenses into deductions for the elderly.