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"A long life is wonderful, but it is also costly and a bigger drain on resources," an expert says.

Robo advice is “a feature, not a business,” one digital expert says

The $1.8 billion deal is expected to close in mid-2020.

It was Ray Jay’s tech and in-house marketing agency that initially appealed to the team.

“Tackling student debt is vital today if we hope to set employees up for long-term financial success,” says Scott Whatley, president of E-Trade.

Jeff Smith's dismissal was first announced in a memo by CEO Larry Fink and President Rob Kapito, who only said the executive had violated corporate policy.

"It's going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing," an exec says.

Clients who have yet to make withholding adjustments to cover their tax liability still have time to avoid the extra burden.

The wirehouse last made changes to its compensation plan in 2016.

A former rep has drawn at least 30 claims after pleading guilty to fraud, while clients of another ex-LPL advisor are seeking damages five years after his initial arrest.

Those in the workforce will not owe taxes on rollovers to traditional retirement accounts, but will face consequences using the strategy with a Roth.

The “vast majority” of retail clients already qualified as of October but certain customers were still paying $2.95 a trade.

It has been a banner year for regional BDs as more than 400 planners joined the fold, according to hiring data analyzed by On Wall Street.

Current employment contracts benefit companies and silence women, according to an In|Vest West panel of advisors and industry professionals.

After acquiring TD Ameritrade, Schwab’s custodial division would grow to about twice the size of its closest competitor.

The gender gap is alive and well when it comes to career timeouts and savings often take the hit.

Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategies

The Wall Street executive founded three companies, including private-equity firm Lightyear Capital.

At a meeting last year, the firm’s CEO discussed how behavior would be held to a higher standard than rank-and-file employees, people familiar with the matter said.

The robo advisor is also pursuing more banking business.