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Greg Puig is the head of Group Insurance for Sentinel Benefits & Financial Group. With offices in Massachusetts, New York and Michigan, the company serves more than 3,500 clients across the U.S. 

Advisors can help clients create significant amounts of tax-advantaged retirement wealth and deliver a tangible value-add in the process.

Under the deal, Dynasty also swapped equity in itself for shares in some of its "network" RIAs.

2022 was full of under-the-radar revolutions for the way Americans retire. Here's what happened and what it means for 2023.

Many believe the Federal Reserve will slow down rate increases beginning in December.. Steve Friedman, senior macroeconomist at MacKay Shields, will join us the day after the meeting to discuss what was done and what he expects in the future.

The Wall Street regulator's Regulation Best Execution would require firms to go to extra lengths to ensure they're getting the best deals for customers.

Forget high-yield savings accounts (if you can find them). Money-market funds are having a moment.

Paul Burrin is the Head of Insights and Evangelism, HR and Payroll at Sage.

The two Black financial advisors dropped their case, but constant litigation in the industry spotlights questions over firms' pledges to change.

Crypto isn't going away, and neither is client interest. But the conversations around it are changing. Here's what the industry took away from 2022 and what's around the corner.