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This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.

Seniors can claim tax deductions for payments made on their homes, allowing them to reduce their tax burden when they retire.

The advisor switched firms only to see his new employer close shop 18 months later.

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

Planners — and RIAs that want to hire them — have faced hurdles tied to client solicitation rules.

It is important for entrepreneurs to have an exit strategy and to take control of their debt.

The regional broker-dealer is among the industry’s most aggressive recruiters.

Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”

A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.

Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.