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Cost segregation could reap real real tax advantages when it comes to IRA-to-Roth IRA conversions — but advisors must know if the pricey initial study makes it cost effective.

Portfolio managers are shifting to platforms that offer an all-in-one, single point of entry for making different portfolio transactions. Cerulli reports the trend is picking up steam.

Instead of shying away from fraught interactions as the presidential race heats up, financial advisors say it's important to face them head-on.

While she has promoted the Biden administration's policies, she has campaigned on ideas that are more far-reaching in scope than the president's plans.

Senior private bankers will play a large role in Deutsche Bank's bid to become one of Wall Street's main European rivals for ultrawealthy customers.

Terri Kallsen of Rise Growth Partners is currently a member of the CFP Board's board of directors and chair of the finance and investment committee.

Trustworthy, a digital vault for consumers to store and find documents, recently expanded its platform to advisors and financial professionals. Here's what's next for the AI-backed startup.

The latest legal action over the industry's handling of clients' uninvested cash suggests sweeps are a bigger profit generator than most firms let on.

The initial suite of ETF products available on the platform will all be actively managed.

Meanwhile, several top executives at the regulator saw their pay rise in 2023 as compared to the previous year.