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These individuals have unique life experiences that shape who they are and planning for their financial goals requires an understanding of their distinct challenges, writes advisor Harry Gittelson.

The giant wealth manager is re-hitting its stride after its best quarterly net gain in advisors in at least two years.

Advisors will walk a fine line as they reinforce fundamentals while leveraging market and tax-policy uncertainty, says Clayton Bland of CliftonLarsonAllen Wealth.

Here's what you missed in wealth management.

The Internal Revenue Service is focusing on cryptocurrency tax evasion with virtual currencies like Bitcoin and nonfungible tokens, employing data analytics to uncover transactions that crypto users assumed were hidden.

The app, available on desktop, iOS and Google, will give users, with a subscription fee, access to all the information they need

The billionaire put into his account pre-IPO shares of Paypal, Facebook and Palantir valued at just $0.001, which then exploded in value.

Aiming for financial goals is helpful when it comes to paying off debt and building strong finances. But how much money is enough to feel affluent?

The newly formed unit comes just weeks after the CEOs of the six biggest U.S. banks were grilled by Congress over ties to cryptocurrencies.

The California team wanted to keep serving international clients after the wirehouse elected to focus on domestic wealth management.