Portfolio

Understand the importance of fostering trust in client and professional relationships in order to create a stronger business.

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Gold extended a rebound from the lowest level in six weeks after minutes from the Federal Reserve’s January meeting signaled many officials were inclined to keep interest rates near record lows for longer.

The IRS warned tax preparers and other tax professionals to be on guard against bogus emails seeking updated personal or professional information.

While regulatory costs pulled-down full-year profits, the giant IBD seemed to turn a page at year end with a 9.8% spike in fourth-quarter earnings.

The fiscal 2016 budget includes proposals to limit the value of itemized tax deductions for IRAs and 401(k)s and other expenses to 28%.

The robo advisor plans to add 90 to 120 new employees and add resources to Betterment Institutional, which already works with 90 advisory firms.

The aggregator's latest addition adds 23 people and, it says, $2 billion in AUM. "It's a sign of strength," says Alois Pirker of Aite Group.

The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.

For investors worried about how stocks will react to rising interest rates, last week’s trading may provide some guidance.