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After listening to advisors pitch their businesses, a panel of investors explained what works. Advisor and consultant Ron Carson shares the most important takeaways.

Stocks with significant yields can offer upside potential plus tax advantages at all ages and income levels.

Potentially higher legal costs are making it more difficult for banks to compete with those that have less demanding litigation settlements and regulatory penalties.

The CFP Board is seeking to position itself as a guidepost to advance varied efforts to even out the gender gap in a profession in which men hold a substantial majority of positions and dramatically out-earn their female colleagues.

Diebold, best known as an ATM manufacturer, is rebranding and diversifying itself and promoting its consulting services on a popular banking topic: how to redefine branches as sales and service hubs.

Student debt threatens safety net for elderly Americans; Accessing retirement income for small business owners; When stock and real estate bubbles collide

Federal Reserve Bank of Boston President Eric Rosengren said brokerage regulation needs a “major re-examination” to prevent funding shortfalls during a crisis and that brokers should have higher capital requirements.

When and how your clients elect Medicare coverage can have a big effect on their overall budget.

A Merrill Lynch team managing $800 million in assets went over to HighTower, RBC recruited an advisor managing $245 million in assets and Wells Fargo scooped up advisors managing more than $700 million in assets. See the latest hires, moves and promotions among wirehouse advisors.

Both were booted from the brokerage industry for misappropriating customer funds.

Advisors need to take a more active role in engaging with college and university programs to help bring more students into the workforce, said industry officials at the CFP Board's recent academic conference.

The pitches are persuasive. Workers who leave jobs with the federal government transferred $10 billion last year out of the Thrift Savings Plan.

Though it can often pay to wait, advisors should help clients determine when it makes sense to file earlier for spousal benefits.

Broker-dealer Waddell & Reed has added 11 new advisors from seven firms who collectively managed $430 million in assets.

Customize your income-replacement rate; options for required IRA distributions; finding an identity beyond the workplace

Many U.S. households are not adequately prepared for retirement, according to a new report from the Federal Reserve that found 31% of non-retired respondents indicating they have no retirement savings or pension, including 19% of those ages 55 to 64.

Planners can help clients and build family loyalty by having difficult conversations about late-in-life options, says a speaker at LPL Focus.

First-quarter revenue from the programs climbed 4.2% to $142 million from $136.3 million a year earlier, according to Michael White Associates.

'Our main objective is organic growth,' says Larry Roth, chief executive of Cetera Financial Group.

As programs struggle, Kevin Keller says new Washington planning center will help academic financial planning programs.