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From compliance to technology and succession, advisors may be under the wrong impressions about launching their own firms.

The lineup of exclusively short-duration fixed-income products, taxable and municipal, still managed an overall gain.

Robb Watts is CEO of Corsight.

After 10 years at Merrill Lynch, a financial planner felt an entrepreneurial itch; "We should do this."

The all-virtual event for senior wealth management executives takes place on May 12 and 13.

Dina Hampton is a journalist based in New York City. She contributes regularly to Financial Planning. Follow her on Twitter @DinaHampton

Move quickly, know your tech stack and use personal email in the planning stage, writes Mark Elzweig.

The frenzy for tech-focused thematic funds and investor demand for sustainability is smashing Wall Street projections.

James Albis is chief operating officer of Ticker Tocker, where he leads the team in launching products designed to provide retail investors with actionable insights and investing knowledge.