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Clients may consider changing their business structure under the new law.

Investors are starting to take money out of their 401(k) accounts—despite taxes and penalties involved—assuming it will be replaced as markets continue to surge upward.

The Private Ocean co-founder, also known for founding software company Junxure, calls Lakeview a "perfect fit."

Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.

A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.

These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.

Retirees living overseas can still claim Social Security benefits, but they must see if their country of residence requires them to have a local bank account.

The regulator asked sponsors to hold off on registering funds investing in the currencies. Here’s why.

The West maintained its lead with the country's highest overall growth rate, though there may be signs that it is faltering.

Retirees should consider that state laws may differ on who may be legally recognized as a beneficiary's spouse and thus whether their partner would be entitled to spousal benefits.