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About one in four U.S. employees say they won’t be able to retire until after 70, and 5% think they'll never be able to retire, according to a survey.

The regulator sanctioned the brokerage firm for supervisory failures that stretched over a nearly two year period.

Two veteran advisers opened a new office for the firm.

If your clients are looking for income, these funds have the highest expected dividend payments compared to current prices.

With many Americans unable to save for post-work life, advisers must be prepared to help.

With many Americans unable to save for post-work life, advisers must be prepared to help.

Focus on the numbers when talking about risk.

"The business model of the asset management industry is really archaic," says Scott MacKillop, founder of First Ascent Asset Management.

By buying EverBank Financial, the insurance and retirement savings behemoth will gain billions of dollars in low-cost deposits and access to many new lending products that it can offer to millions of clients.

Interest on municipal bonds doesn't always boost a return the way a client might expect. Plus the big savings from having highly appreciated company stock in a retirement account.