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Top earners understand that annuities unburden them of some investment risks and give their assets a layer of legal safety from creditors and frivolous lawsuits; Plus, how to assess lump-sum payments of future benefits.

The Minnesota Society of CPAs has compiled a list of red flags that could trigger an audit from the IRS if they apply to your clients' tax returns.

The Minnesota Society of CPAs has compiled a list of red flags that could trigger an audit from the IRS if they apply to your clients' tax returns.

Here’s a primer on long-short funds, managed futures funds and managed payout funds.

Two wirehouse advisors generating almost $1.7 million jumped to Steward Partners, an independent firm affiliated with Raymond James Financial Services.

Even before the details are out, Mary Jo White's move to insert the SEC into the debate on whether to tighten rules for brokers has given ammunition to both Wall Street firms and consumer groups in the biggest financial policy battle in Washington.

"I’m delighted to be returning to my California roots and joining Google," Porat said of her move back home to Silicon Valley.

Former RBC Capital Markets managing director Mel Schonhorst achieved a measure of success after seven years trying to clear his name in a Texas investigation that cost him his job though he was never accused of anything.

Two complex directors moved up the ranks at the wirehouse.

Having already developed cloud-born software for companies in industries dealing with sensitive and highly regulated data, including energy, education and healthcare, upstart technology firm Box is looking to add asset management firms to its client roster.