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Simple, doable steps performed by in-house staff can begin a financial services firm's data security odyssey.

State tax rates on capital gains vary across the country.

For more than half of U.S. households, retirement isn't a finish line. It's just a different phase of the marathon.

The Section 121 exclusion and the step-up in basis are well known to financial advisors and tax professionals, but their clients will need to plan carefully to net the biggest potential savings.

The likely more than $1 million award is the latest result from cases arguing that firms' pay policies run afoul of federal retirement law.

The promotion comes as the latest step in the consolidation process that's been ongoing since the $15 billion firm's founding last year.

Where are residents the most giving? Check out this ranking, which tracks the states with the most charitable donations, as well as volunteering and service.

Brokerages have until June 26 to decide if they want to take part in a pilot program allowing them to continue inspecting their branch office remotely; plus, the rundown on residential supervisory locations

The Fed's preferred inflation measure held steady last month, sparking hopes of stabilizing prices — but also concerns of slowing consumption.

An international coalition of tax authorities has released a list of possible risk indicators for cryptocurrency-related crimes, many of which have to do with privacy and anonymity.