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Even small firms and solo practitioners can reap the benefits of working with a group.

When a son or daughter joins a parent’s advisory practice, the transition can be tough, but it doesn’t have to be.

Most people focus on the conventional wisdom that they'll need 70% of pre-retirement income instead of the things they'll need to give up; plus, required minimum distributions and real estate are a tricky combination.

"We decided we wanted to take part in the consolidation of the industry," says Mercer CEO David Barton.

The move fills a vacancy created by several recent promotions.

Andy Dé is Managing Director, Healthcare and Life Sciences, Tableau.

The acquisition appears to be progressing smoothly, but insiders caution that advisors can still change their minds between now and when the deal closes in September.

A second bankruptcy filing puts Cetera in ‘home stretch’ to becoming standalone B-D, CEO says.

Treasury-market inflation expectations have slipped from this year’s high before a report that is expected to show a slowing in the Federal Reserve’s preferred gauge of price increases.