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Taxes can erode portfolio value in ways that add up over time. Explore five active investment strategies that can reduce capital gains tax impacts for clients.

Deals can falter when firm owners misjudge what it costs to replace themselves.

Merrill and Morgan Stanley executives' recent statements on recruiting seem to reveal starkly different approaches. But industry recruiters say they are just masking similarities.

A new study based on a survey of more than 500 advisory practices by The Kitces Report sheds light on how the fastest-growing firms are spending their marketing dollars.

Advisors on what to ask, who to call in and when it's finally safe to tell a client: you can afford it.

The largest private foundations are just barely exceeding the 5% statutory threshold for charitable donations, according to a new report.

Advisors discussed how they guide clients through the competing priorities of saving for their own retirements versus their children's college educations.

Anthropic's advisor-support system draws on financial analytics and technology from BlackRock, Vanguard, Charles Schwab, iCapital and others.

Advisors are still slow to plan for handing down their businesses, in part because of difficulties finding new owners they can trust.

These10 advisors are redefining what it means to serve clients and communities.