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Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

Consider your firm's capability and budget before deciding which tech route to take.

The advisers had about $1.5 million in annual revenues when they were at the wirehouse, according to the regional firm.

Domestic partners who shun marriage may want to rethink those convictions. Here’s why.

Watch clients’ eyes light up when they are told about postponing benefits.

Fixed-income funds lost money as interest rates surged following the surprise Nov. 8 election of Donald Trump.

Amundi Asset Management, Schroder Investment Management and Morgan Stanley are among those predicting a rebound following the post-U.S. election pullback.

Casady provides both consistency and a fresh approach, leaders of the firm's OSJs say.

President Dan Arnold will be tasked with managing the rollout of new digital technologies and implementing the fiduciary rule.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

The problem began when a hyperlink was missing from where clients were accustomed to reviewing their transactions online.

Fifteen tax planning tips from analysts and industry experts advisers may consider in 2017.

The firm’s latest recruit has 16 years of industry experience.

Watch clients’ eyes light up when they are told about postponing benefits.

The president and former CFO will step up at a critical time for the nation’s largest IBD amid competitive threats and pressure to boost its stock price.

President-elect Trump will likely to be "bond unfriendly" because his proposals will drive up yields by increasing national debt and stoking inflation, Gundlach predicts.

Just 23 of more than 1,750 funds that trade in the U.S. focus on currencies. BlackRock has none.

The number of hurdles will stay the same under the 2017 plan, a source familiar with the matter says.

An adviser's strategy puts a distribution to work to potentially lower what clients owe the government for their IRAs and Social Security income. Plus, momentum investing is tempting again (just watch out for the capital gains expense), and a look at the efficiency and payoffs of preferred stocks.