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Randy Watts is the chief investment strategist for William O’Neil + Co.

The math works: Banks get a boost to their growth plans, while independent advisors get one more option for their succession planning.

Lisa Lawrence is a business litigator with more than 10 years of experience in commercial litigation.

JoLynn Pollard is a shareholder at Hunt Ortmann who specializes in business and insurance counseling and litigation. She leads the firm’s employment law group and spearheads its insurance group.

Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.

Clients can bring their effective tax rate below 3% in retirement by using a combination of three strategies.

Women still only account for one-in-nine positions — but clients may benefit from diversity, according to a Morningstar study.

Massachusetts is probing whether the firm's wealth management unit steered clients toward inappropriate investments and high-cost accounts.

The commission is visiting far more advisors than just two years ago.

“For progress, we need to make people just the right amount of uncomfortable," says Erika Karp of Cornerstone Capital Group.