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The big shift in future planning: Tech that predicts behavior, says Charles Schwab’s Bernie Clark.

What advisors need to know about revenue sharing, wrap fees and outside investors in the wake of Reg BI.

In a direct-to-consumer landscape, the automated investment technology might be deployed to independent advisors.

Risky assets outside the U.S. are seeing fresh flows as a potential trade deal with China buoys expectations for global growth.

The IBD’s head of practice management says more planners should explore becoming ensembles, and she also divulged the firm’s “secret sauce.”

Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.

The discount brokerage sees the move as a way to attract younger, less affluent investors.

Seniors are advised to find new challenges in retirement, in part, to “lessen the nostalgia” for their former careers.

The wirehouse is also simplifying its small household policy and boosting its emphasis on financial plans.

As this firm founder took stock, he realized his needs had changed over time.