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An industry recruiter notes that many wealth managers who switch firms receive money from their new employer to cover forfeited deferred compensation.

Vanguard found that baby boomers' retirement outlook has improved, and here's why.

Chris Stephenson is managing director of intelligent automation and AI at alliantgroup and was previously a managing principal at Grant Thornton. He uses his 25+ years of entrepreneurial and consultative experience across various sectors to help small and midsized businesses implement the latest AI solutions.

Cara Houser is a career transition coach, and author of Burned Out to Lit Up: Ditch the Grind and Reclaim Your Life.

Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.

Recent research may suggest private credit doesn't produce great returns after fees and risks are taken into account, but wealth managers still see a case for using it and other alternatives to move beyond the 60-40 portfolio.

Survey results suggest alternative investments like private equity and private credit are already popular among advisors and becoming only more popular.

Residents with high earnings in these 20 states get a bigger break on their taxes, paying a smaller percentage of their income.

Stephen is the founder & CEO of Journey, the leading proactive mental health solution for modern companies. Journey was founded with the mission to help all people live happier, healthier, less stressed lives. They've work with wide range of organizations from Walgreens, L'Oreal, Disney, and Nike, to the Harlem Children's Zone, Georgetown University, and the Anti-Defamation League. 

More high-tech vendors are entering the market, making it harder for wealth management firms to keep a long-term relationship with third parties.