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Two veteran advisors overseeing over $210 million left the wirehouse this week to join the independent firm that is affiliated with Raymond James.

Strategies for writing off investment costs; plus knowing the taxes and penalties on Roth IRA withdrawals and tax breaks for college students.

Advisors should address disruptors, rather than ignoring them and risk turning into "disruptees," says Jack Brennan.

There is seemingly endless research on the attitudes of millennials toward banks, but the major takeaway from all of it is that banks can't expect millennials to want to bank only one way.

A thought-provoking look at how Vanguard products – and potential retirement plan alternatives – touched off a debate.

This government benefits program offers a significant safety net to surviving family members. Advisors should be sure to know all aspects of this vital help.

Volunteerism helps attract the next generation of clients and employees.

To make money betting on the Federal Reserve this week, investors would have done well following traders of the dollar, not Treasuries.

Bludgeoned by falling energy prices, at least a dozen oil and natural gas companies have opted to cut dividends this year to preserve cash.

Hedge funds that bet on bonds prices falling were caught off guard as individual investors poured money back into junk debt funds in February.