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Here are the best- performing mutual funds over the past three years with the lowest expense ratios.

Failing to plan for the extra free time in their lives, as well as collecting Social Security too soon are just two regrets; Plus, a critical pension decision at retirement.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.

The bank channel, long regarded as a minor league to the glitzier and higher-paying wirehouses and RIAs, is on the verge of taking a major-league step ahead.

John Brynjolfsson, after creating an $80 billion asset management business at Pimco and a $1 billion hedge fund on his own, will downsize to a $16 million mutual fund during the next stage of his career.

Here’s how RIAs can plan, cultivate and grow the next generation of talent.

Many advisors may like the idea of independence, but some don't really want to jump through the hoops of starting their own firms.

Firm cautions brokers to rethink how they approach their relationships with advisors to better cater to team practices.

Investors added the most money to municipal bond mutual funds since January as state and local government bond yields fell to the lowest level in five months.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.