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Brad Preber is CEO of Grant Thornton LLP.

The $637 billion quant pioneer founded by David Booth has converted four equity mutual funds with $28.8 billion of assets into ETFs.

Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.

The wacky performers can teach us how to grow our businesses, writes Chip Munn.

Many White Americans are retiring because they can afford to, while Black Americans are forced to stop working by health problems or a disability.

CUNA Mutual Group’s wealth manager of 550 financial advisors will almost certainly represent the largest recruiting move in the sector next year.

About 76% of the average account was in stocks across the 4.7 million participants in plans that Vanguard keeps records for.

For advisors, this structure can deepen relationships and help bring interaction with new populations and prospects, writes Marianne Caswell.

Clayton Bland is Chief Wealth Advisory Officer at CLA, with more than 20 years of experiences within the financial services industry.

Marianne Caswell is the President of Park Avenue Securities, LLC and is building a comprehensive wealth management platform to help financial advisors meet the wealth management needs of their clients. Park Avenue Securities is a registered broker-dealer, investment adviser and a direct, wholly-owned subsidiary of The Guardian Life Insurance Company of America. PAS is a member of FINRA and SIPC.