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A columnist is surprised by what he learns about his own practice when he hires a planner for his family’s finances.

Retirees who plan to go on a foreign trip in the early part of next year are advised to attend to their tax obligations before leaving; Plus, why more people in the U.S. and other industrialized nations are likely to retire poor.

Certain tax strategies can pay off in January. Advisors may want to have their clients jump on these as soon as 2016 starts.

To help smooth a transition to a paperless office, firm leaders should be ready to counteract common misperceptions and offer proactive strategies. Here’s how.

This type of software had the biggest influence on ROI, according to our tech survey.

The past year saw some of the biggest moves in recent memory, which may indicate the further dominance of larger teams in the industry, says recruiter Elizabeth McCourt.

It's hard to beat the crowd when you're a member of the herd.

Anthony Percora, a former SEC attorney, will develop all policies and procedures related to the firm's compliance program.

Issuers say green bonds are here to stay, and that efforts to increase transparency about the environmental benefits will pay off with a broader investor base and cheaper financing costs.

The call for nominations is now open for On Wall Street's 9th annual Branch Manager Awards.