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While many parents encourage their children to pursue their passion, sometimes the parents end up paying a lot of expenses and harming their own retirement.

Key issues to consider when strategizing clients' future financial health.

The new recruit is joining Corient Capital, an independent firm founded a year ago by ex-Merrill Lynch advisers.

Most banks and credit unions outsource their investment programs to third-party broker-dealers. Here's how they stack up.

Sending performance statements every 90 days can undercut planning goals. There is a better way to keep clients informed.

The five worst-performing major equity funds -- each of which lost about 10% -- focus on international investing and hold anywhere from 12% to 20% of their assets in bank stocks.

Even as markets regain footing after vote turmoil, there is still a “dark cloud” that advisers must be ready to discuss, says Greg Valliere, chief strategist for Horizon Investments.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Just about everyone in financial services wants to offer these retirement planning advice to wealthier boomers, but this firm rises to the top, says Tech Tools' columnist Joel Bruckenstein.

A generation crosses a finish line and finds the IRS waiting. Here are some tips to help them minimize the bite.

How technology, the popularity of defined contribution plans and increased competition from ETFs have transformed the way fund companies sell their products to investors and advisers.

Some advisers continue to overstate the benefits, confusing savings with deferral.

The firm bought the unit, which has over 600 advisers, as part of a $150 million acquisition deal to boost its overall broker ranks.

Why your clients should remain calm following the United Kingdom's recent vote to leave the European Union.

The former Fed chairman also says that Scotland and Northern Ireland are likely to break away following Brexit, a "terrible mistake."

It’s time for professional planners, as opposed to sales agents, to define themselves accurately in the public mind. To do it, you need to use key words and phrases with crystal clarity.

Post-Brexit, many clients may want to sell, but others could see the volatility as a boon.

Banks are lining up behind Capital One to launch robo platforms even as they gird for an initial hit to their brokerage business.

Strategists across Wall Street have been paring back 2016 calls on benchmark Treasury yields, as expectations for global economic growth decline and central banks in Europe and Asia introduce additional policy easing.