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These investment advisories paid the price for passing along performance data faked by a third-party manager.

Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.

Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.

Payouts to spouses and survivors appear similar but are different enough to cause headaches.

An indirect connection to equities has helped FIAs weather this year’s market volatility.

Payouts to spouses and survivors appear similar but are different enough to cause headaches.

An indirect connection to equities has helped FIAs weather this year’s market volatility.

TDFs allow advisers to help create a retirement glide path, but selecting the right fund for the right path can be a challenge.

Clients can beat a costly pitfall that comes after missing a 60-day window on IRA rollovers by giving the agency their side of the story under a newly relaxed rule. Plus, ways to save when clients are too old for traditional IRAs.

Hedge fund manager Bill Ackman maintained his bet against Herbalife even after the company reached a $200 million settlement with the U.S. Federal Trade Commission.