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Carl Richards is the chief brand officer at Elements, a software company for advisors, and the author of the former "Sketch Guy" column in The New York Times.

Cerulli Associates says in a new study that affluent families need to do a much better job of preparing their heirs to inherit a legacy.

Lawyers and compliance experts say advisors and brokers should still put clients' interests first when considering taking money out of a 401(k).

According to new research, 38% of U.S. adults have confessed to some form of "financial infidelity." Here's what they're fibbing about.

Jes Staley's friendship with the disgraced financier casts an unflattering light on the Wall Street bank.

The nation's biggest independent robo-advisor joins a growing list of tech companies slashing staffers as difficult market conditions persist.

Sebastian Morgan is a career expert and digital content writer at Resume Genius, where he writes about employment and productivity. He's written for a number of publications including NewsLens International, Time Out, and Taiwan Scene.

Lauryn Williams is tapping into her love of travel and passion for expanding access to advice through getaway trips to beautiful places.

Last year was a disaster for bonds (and stocks), but some fixed-income U.S. ETFs that focus on exotic assets or use complex strategies have had a truly horrible decade.

The cost-of-living adjustment, which was celebrated for its generosity last year, is looking less and less miraculous as prices keep rising.