When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.

Some companies on SourceMedia’s Best Fintechs to Work For list offer their employees extra time off to live boldly.

Three years ago, the New York-based fintech started organizing a monthly gathering for its female employees. The meetings have helped participants find role models.

A collaboration between SourceMedia and the Best Companies Group, the list is derived from reviews of employer benefits and policies and comprehensive surveys filled out by the companies' employees.

Every week starts and ends the same way — with meetings where departments can share successes and challenges. It’s one way the payments company ensures cross-collaboration.

Although the test is complicated and misunderstood, eliminating it could “do more harm than good,” according to an expert.

Several RIAs have taken a cue from doctors in recent years, running in-house residency programs to train the next generation of planners.

The No. 1 IBD is pitching advisors on the merits of its offerings — but rivals have also added major teams from its ranks.

"I would go home at night and question if I added value to anyone’s life that day," writes Ashley Folkes. "The answer was usually no."

The race to zero may be reaching its natural limits.

Medicare will charge a high-income surcharge if seniors reported more than $85,000 (or $170,000 for joint filers) in modified adjusted gross and tax-exempt interest income.

Co-founder Keith Weber says the firm will help community-minded institutions stay true to their mission while boosting profitability.

The bank has been striving to lure away top talent from the wirehouses.

Though the firm reduced recruiting efforts in 2016, it continues to selectively hire talent from rivals.

Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.

The No. 1 IBD’s efforts display opportunity amid the shortcomings of an industry still lacking measurable data from some of its largest firms.

The last government shutdown highlighted how many Americans ignore basic planning lessons.

Clients can avoid tax liability on their capital gains by donating securities that have appreciated in value, an expert says.

Retirees who opt to file at a much later date can earn delayed retirement credits that could boost their benefits by as much as 32%.

One of the two new hires is an industry veteran of 34 years.