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The flexibility and broad selection of a regular investment account could outweigh the tax advantages of a 529 plan for funding higher education.

The IRS and the Treasury Inspector General for Tax Administration said taxpayers have received unsolicited calls from individuals demanding payment and fraudulently claiming to be from the IRS.

As the nation's workforce trends younger and younger, asset management companies are joining other industries in trying to think outside the box toward attracting the next generation of fund managers, managing directors and other key employees.

Though New Jersey and California are on starkly different credit paths, municipal analysts said their recent trading patterns suggest equally-strong demand.

Persistence angle adds to active-passive debate; Best ways to snag a job in retirement; Are you as healthy as your 401(k)?

The 92-year-old brokerage is looking to head off a projected shortfall of financial advisors by sponsoring training classes at U.S. universities.

What clients really need is a smart distribution strategy for their retirement portfolio. Here's how our firm handles it.

The Providence, R.I., company is set to be spun off from its foreign parent, and executives are embracing the opportunity to simplify their products, expand lending and overhaul their customer experience.

Use these rules to find your target audience, market your theme and deliver your remarks with confidence.

Average IRA contributions reach all-time high; Why you need a second-career matchmaker; Time to retire Social Security numbers?