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Taking advantage of this perk can help clients get much closer to securing their retirement; plus, what couples need to know about Social Security benefits.

The firm's newest recruits generated $3.5 million in annual revenue.

These funds have the luxury of time to be more aggressive – which had the best five-year returns?

The former rep allegedly stole $1,380 from a customer's bank account by issuing and then using a debit card without the customer's knowledge.

The firm's newest hire was an ex-Morgan Stanley complex manager.

If a client becomes incapacitated, who will give the financial planner directions?

Wealth managers report being divided on whether to allocate more client funds to global or domestic stocks.

Truxton Trust has just one office, in Nashville, but it boasts clients in some of the wealthiest locales in the country, including Silicon Valley and New York.

Before joining Dynasty, Gordon Abel headed financial services marketing for the search giant.

The wirehouse terminated the broker two days after losing a $34 million arbitration case brought by the client's widow, who alleged elder abuse and other misconduct.

The federal plan does not cover some things such as hearing aids and dental care; plus, how age differences in couples affect their Social Security.

When retirement is still nearly two decades off, which funds posted the best five-year returns?

Small companies that pay out distributions outperform those that don’t over the long term – with lower volatility.

A more disciplined pricing process for serving wealthy clients will boost profit margins.

Pimco's outflows continued, though at a slower pace, according to Allianz Chief Financial Officer Dieter Wemmer.

Now that the sharply contested rule is the law of the land, a senior agency official says the department looks to help with compliance, not find targets to sue.

Ellevest considers factors affecting women such as the gender pay gap, earnings power over time, risk preferences, longer lifespans and caretaking responsibilities.

Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.

The recruit says the firm's fiduciary business model was a draw.