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Financial advisors and other experts offer their tips for preparing a nest egg, whether retirement is months, years or decades away.

Join Peter O'Neill, Director and Senior Fixed Income Portfolio Manager, at Bank of America, and Blake Lynch, Head of Business Development, IMTC, as they discuss the role of separately managed accounts in the muni market with The Bond Buyer's Lynne Funk.

Serving a single family can be a complex — but profitable — niche.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.

Eighty-seven percent of mentors and mentees feel empowered by those relationships and have developed greater confidence at work.

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.

These are the largest firms with financial advisors who work with broker-dealers but aren't their employees.

The word 'broker' carries negative connotations. But to many wealth management professionals, commission-based shops are valuable to a transforming industry.

Young investors are increasingly turning to TikTokkers and YouTubers for stock tips, often with bad results. Here's how advisors can steer them away.

Many of the income thresholds governing certain tax credits and deductions don't keep pace with inflation. The result: things are even more expensive.

Too high a score can stymie bigger dreams and personal growth on the part of the client, writes Joe Maier.

Reports of Russia's malicious cyber activity can spur investors to greater vigilance, but if the worst happens, quick action is crucial.

Americans are facing a $7.1 trillion retirement savings shortfall. Will Congress do anything about it?

The strategy has been portrayed as both an essential investing tool and overhyped approach. The reality is somewhere in between.

Judging by a recent survey, reports of the classic investment strategy's "death" are greatly exaggerated.

Studies show that the market has created a "Goldilocks" moment for alternatives. But technology and the industry need to work together to get it "just right."

The settlement of a gender-based discrimination case against Citi and concerns about a secret agreement between FINRA and Wells Fargo to manipulate the arbitrator selection process are just two developments that have wealth managers on alert.

Here's a list of the terms that advisors interested in crypto should be familiar with.

Gaining clarity on "hard forks" and "airdrops" is a must as investors struggle to tally their losses in the aftermath of the Terra-driven crypto market crash.

Only 14% of retirees feel like they're living the life they planned for in retirement, according to a survey by ConsumerAffairs.