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The most outstanding advisors are those who do well across the board, even if they aren't the best in any one specific area.

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.

Funds that track custom-built indexes often seek exposure to securities based on factors like ESG and strategies that would typically be actively managed.

The SEC says broker-dealers may treat investment advisors as if they were subject to the AML Rule — under certain conditions.

In 90% of families, wealth disappears by the end of the third generation.

One tip for younger clients is to create multiple income streams that are subject to varying tax treatments.

There comes a point when advisors must decide how much to scale. Here's a guide.

This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.

Todd Clyde is CEO of Token.io

Maria Philstrom is global manager at Fingerprints.