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It's possible to use these distributions to preserve clients' savings well past their anticipated lifespan.

Marco Barrozo has raised more than $125 million for the fixed-income offering, which has begun trading and is raising more capital.

The Lyxor FTSE Italia Mid Cap PIR ETF is the only one compliant with a new Italian law that offers tax breaks for certain investment plans.

Medicare costs count as a deductible medical expense, but only if they exceed 7.5% of adjusted gross income.

With an eye toward potential repeal, Alexander Acosta told senators that he will abide by President Trump's executive memorandum and review the rule's impact.

These 20 funds didn't just rise with the tide, their returns topped their benchmarks.

Five new firms have joined Dynasty’s outsourcing platform this year amid a rivalry with HighTower.

Branch traffic is down, but the typical middle-market branch customer is not the best prospect for advisers anyway.

Young clients are focused on short-term needs rather than building an entire plan toward a retirement date.

Most funds will have until December to comply with the SEC’s new rules, while complexes with more than $1 billion in net assets have until 2019.