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The ranks of the under-30 generation of planners are swelling - and they're ready to make an impact.

A key challenge often is not creating a strategy for a firm, but getting employees to buy in.

When clients divorce, planners must tread lightly to avoid taking sides.

Planners should ensure stay-at-home parents have sufficient insurance and are saving enough for retirement.

American International Group will acquire the independent broker-dealer from the Hartford Financial Services Group.

Social media and technology usage has increased among ultra-high-net-worth and millionaire investors, according to a new Spectrem Group report.

Income disparities over the past 30 years have translated into a 25% to 30% retirement savings shortfall for women, according to the Insured Retirement Institute.

You're probably losing business if you haven't figured out what your competitive advantage is relative to your peers. Here's how you articulate that key differentiator.

Kenneth Fortini, Ralph Labriola and Nicholas DiMenna will join Stifel after more than twenty years each at Wells Fargo Advisors.

On July 31, 2012, Gemini Fund Services has promoted Andrew Rogers to chief executive officer and Kevin Wolf to president. The promotions became effective in the second quarter.