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Timing can be fine-tuned at the end, but put a plan in place years in advance.

Timing can be fine-tuned at the end, but put a plan in place years in advance.

Help retirees assemble the puzzle pieces if their plan includes homes in two or more states.

The deal follows a string of acquisitions by prominent private equity firms.

Wyre is also dedicated to changing the way women view money.

Long-term-care insurance could be bought using people's 401(k) funds and should impose no penalty for early withdrawals, say experts at the Bipartisan Policy Center.

Careful choice, effective communication are key for including debt in a client's portfolio

The bank's digital innovation chief has teams working with artificial intelligence to build a banking app you can talk to or text.

Smart beta funds now want to rein the risk of its founding strategies through diversification.

In addition to her executive leadership at the firm, Seitz also helped launch William Blair’s family wealth conference, an educational outreach effort for high-net-worth families.

A mix of approaches to gain the attention of ideal prospects, who have learned to ignore typical marketing tactics.

Why buying into a closed-end vehicle right before a capital gain distribution is a bad idea. Plus, 11 smart strategies and using the 1031 deferment on multiple properties.

Maintaining a diversified investment portfolio is one way for baby boomers to prepare for their retirement; plus, planning tips for older divorcees.

Patience is a virtue, but advisers can suggest it as a portfolio diversifier that clients can actually control.

In addition to leading a team of portfolio managers, Pai heads the firm’s equity strategy with the members of its investment leadership, fixed income, asset allocation and research units.

Yet that wasn't Merrill's only recruiting success, as the wirehouse also picked up a team overseeing more than $500 million in client assets.

The regional firm could lose a quarter of its customers who said they would leave, even if they loved their adviser, if their digital experience was subpar, according to a new poll.

A planner who used to be a practicing doctor found that much of the thinking on the most suitable niches didn’t apply to her.

The firm's latest acquisition is MacDougall MacDougall & MacTier, known as 3Macs, and which was founded in 1849.

As managing director and head of equity index products at MSCI, Tidd has assumed plenty of executive power and helped shape enduring industry innovations.