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Taxes may dictate whether assets fit into a regular or a retirement account.

The proposals would enhance retirement security for those who depend most on the program; plus, three ways to lower long-term-care insurance premiums.

Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.

As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.

Also, J.P. Morgan saw a team managing $300 million in client assets go independent.

"The market has now almost completely priced out a rate normalization cycle, pricing only one 25 basis point hike over the next three years," a team at Deutsche Bank wrote.

The heavy buying in the ETF continued on Thursday, with two trades worth a combined $57 million.

Three industry veterans – one with more than four decades of experience – oversaw more than $205 million in client assets, according to Raymond James.

"I expect a seismic change as product manufacturers will have to adapt to the new rule," says NextCapital's Rob Forreger.

As many high-fee hedge funds have discovered, promising a smooth ride can eliminate returns.