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A lawyer in New Jersey doesn't expect to get sued, but she knows it can happen to anyone. Would her nest egg be safer in a 401(k) or Roth IRA?

A multi-year study shows where and how advisors can focus on growing on their own as dealmaking slows.

Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.

The fintech already has a number of large bank partnerships, including Morgan Stanley at Work and Wells Fargo.

A 401(k) feature called auto-portability could save Americans trillions of dollars. Why isn't it more common?

From deciding whether to combine finances when getting married to when it's right to start claiming Social Security in retirement, financial advisors can help clients navigate life's financial questions.

Unions aren't just good for workers. In some ways, they make ideal clients for financial advisors.

The median white family reaches retirement with $188,200 saved, compared to $36,000 for Hispanics, and just $25,000 for Blacks.

America's youngest investors are far more confident and proactive about retirement planning than previous generations. What's their secret?

Auto-enrollment is helping Gen Z Americans save much more actively than the 20-somethings of yesteryear.

The regulator's latest staff bulletin also calls on planners at hybrid firms to always be clear about if they're wearing their broker or advisor hat.

Researchers find that performance expectations are highest among people who invest in environmental, social and governance causes for moral reasons.

From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.

Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.

Even though there's not a way to predict who might face the next wave of layoffs, advisors can help clients prepare their finances.

More than 41% of U.S. workers drain their retirement savings when they quit or get fired, according to a new study. Why?

He spoke at Future Proof after the firm unveiled its collaboration with Dynasty Financial Partners and a funding rounds that raised $80 million.

Financial advisors are flooded with questions from panicked clients. Here's a field guide to answers.

An HSA is an individually owned, tax-advantaged account that may be used to pay for qualified medical expenses or to save for retirement and long-term care expenses.

After three banks collapsed, a New York teacher wonders if the wreckage could reach her nest egg. Should she be worried?