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For the first time, more than half of all 401(k) contributions will go into target-date funds, research firm Cerulli Associates estimates. It projects the assets in target-date funds to hit $2 trillion by 2019.

Sens. Ron Wyden, D-Ore. and John Hoeven, R-N.D., introduced legislation that would create Move America Bonds, which would generally be treated as exempt-facility, private-activity bonds but would have fewer restrictions and separate state volume caps that could be converted into tax credit allocations.

IBDs are being "purposefully indecisive," when it comes to robo advice, says Celent senior analyst Will Trout. "They are playing a watch and wait game."

The IRS has released the inflation-adjusted deduction limitations for annual contributions to health savings accounts in 2016.

The trio collectively supervised about 200 advisors who oversaw more than $17 billion in client assets for UBS and Wells Fargo.

With assets of $110.4 billion, Pimco Total Return fell behind the index-tracking Vanguard Total Bond Market Index Fund, which had $117.3 billion as of April 30, according to preliminary data.

Hint: It isn't claiming at 62; Plus, four things to consider before retiring abroad.

With a spousal-sharing rider, couples are betting that they won't both need LTC at the same time.

As more community banks switch to a universal banker model, they are also finding that it can take a year -- or more -- to properly train those employees.

A recently proposed expansion of the fiduciary standard to include rollovers and IRAs by the Department of Labor means authorities could give the industry more than just fines to worry about.

Morgan CFO Ruth Porat was eligible for $14.1 million in unvested restricted stock and $13.8 million in total deferred compensation as of the end of 2014.

Funding for startups hit a high of $17.7 billion in the quarter, from $15.6 billion in the fourth quarter of 2014, because hedge funds, mutual funds and private equity firms all put money on the line.

Sage Private Wealth recruits an advisor with about $1.3 million in annual revenue -- and a family resemblance.

Learn how these leaders are focused on growing the advisor ranks and helping them build bigger businesses.

Find out how this year's elite leaders are backing their advisors and growing AUM.

This year's elite leaders, nominated by their staffs and selected by a panel of judges, reveal their strategies for helping advisors and boosting AUM.

Maximizing savings in tax-deferred accounts may lead to an abrupt increase later in both income and income taxes. Here are a couple of ways to help clients steer clear.

Higher valuations, shakier bets: Advisors whose clients want real estate holdings face a new set of challenges.

Strategy is not the most important thing in creating a successful firm -- it's execution. Be sure you're getting it right.

Finally in recovery, today's property markets leave less room for sloppy thinking. Clients who want to invest in real estate may need more help than ever.