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The pros and cons of giving discounted or free financial advice to those close to you.

With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.

A lawyer in New York needs help paying off her loans from law school. Are educational assistance programs the answer?

Donald Trump has promised lax regulation of cryptocurrencies, and in a month he'll be president. Should investors buy in?

A young wealth manager has a vision for his new firm, but not every prospect fits into it. Should he be flexible about his client base, or stick to his target demographic?

Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?

Of all the social networks, LinkedIn may be the trickiest combination of social and professional. Here's how financial advisors get the most out of it.

Until recently, alternative investments have mainly been the province of the high net worth set. In the past few years, though, there has been a concerted effort to change that.

Financial advisors weigh in on how they assist clients with this issue, especially if they have large holdings in their employer's stock.

Advisors suggested emphasizing that investment management and financial planning work hand in hand.