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One of the most important aspects of any advisor-client relationship is how culture affects their conversations, experts say.

Reverence Capital Partners agreed to buy 75% of the 6,500-advisor IBD network from the ownership team that purchased it in 2016.

IPOs from companies valued at more than $1 billion have attracted significant media attention.

Erik Swanson is a vice president at Kaufman Hall, a leading provider of enterprise performance management software, data and management consulting services.

James Blake is a managing director at Kaufman Hall, a leading provider of enterprise performance management software, data and management consulting services.

Most inflows in the space went to products with over 80% of their assets in index funds, new research from Morningstar finds.

The aggregator introduces banking services and says it will continue to acquire new firms.

With longer life expectancies leading to increased health care spending later in life, experts are second-guessing the 10% savings rule.

Laura Elkayam is an attorney with the labor and employment group at Much Shelist P.C., where she advises employers on hiring, termination, leaves of absence and wage issues.

IIya Dubinsky is head of the CTO office at Credorax.