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Artificial intelligence is among three themes rapidly shaping development of advisor technology, said firms gathered at the T3 Enterprise conference.

For advisors that make a claim of misconduct the deck appears stacked in favor of the employers.

The No. 1 IBD added a practice with $520 million in client assets from rival Cambridge before walking back a new policy that has resulted in departures.

One VanEck fund had $574 million of outflows, the most since June and almost 40% of its assets.

The partnership with Intuit allows clients to autofill information from TurboTax filings.

Matthew Strain is senior vice president of employee benefits firm Corporate Synergies.

The Wealth Enhancement Group has reached $9.7 billion in client assets under a slew of M&A deals and substantial organic growth.

Jason Rosenstock is a partner at Thorn Run Partners and co-leader of the firm's financial services practice. He's also the author of a weekly newsletter on the industry.

The new fund is part of State Street’s larger plan to push into so-called thematics.

Clients nearing retirement should consider standard and itemized deductions and choose the option that will generate the bigger savings.