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The benefits debate is part of a concerted effort to show that Social Security is too expensive and needs to be cut, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.

The proposal landed at the White House's Office of Budget and Management yesterday for one last review.

Research shows there are more payoffs to transparency than just meeting stringent compliance and regulatory demands.

The strong winds of compliance are sweeping over an increasingly regulated advisory landscape. Here's what advisors need to know.

Years of losses can take a toll on a client's psyche; they can also create buying opportunities.

Clients looking to retire may want to consider relocating to these states to save on taxes. Plus: when it's ok to claim legal expenses, and why filing without receipts may be the new norm.

Years of losses can take a toll on a client's psyche; they can also create buying opportunities.

Advisors have been easing off on stocks as clients express a long list of concerns about global markets.

Bring in suitable clients in the first place, so they can reel in similar prospects.

After an abrupt exit from industry, Brown returns and reveals plans for the country's largest woman-run IBD, along with Lightyear's Donald Marron and Advisor Group's Erica McGinnis.

The group, Hoyt, Lewis, traces its roots to Waddell & Reed before joining LPL.

Depending on what is permissible under the Labor Department's forthcoming rule, "there will have to be adjustments on the part of the advisor and on the part of the firm," CEO Jim Cracchiolo says.

When it comes to banks and credit unions, some old wounds never heal.

The new 401(k) platform officially launched with a group of 50 employer-clients, after spending the last quarter of 2015 building its automated investment advisory service for employers.

Norm Champ, a former SEC official who shaped rules meant to prevent runs on money-market mutual funds, is joining law firm Kirkland & Ellis.

A recruit with more than 30 years experience moves his independent practice to Wells Fargo.

Investing in health funds in recent years would have kept your clients healthy, wealthy and wise.

Finding the right investment mix is challenging since it's an imprecise science and depends on market history and asset class valuations; Plus, what clients need to know about the first required distribution.

Investing in health funds in recent years would have kept your clients healthy, wealthy and wise.

Managers are lacking in everything from entitlements, to data control, to network defense and lastly, people do not understand their risk.