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Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.

The firm's move shakes up the recruiting landscape yet again.

With millions of Alexa and Google Home devices now in use, first-mover banks are rapidly developing services to let customers control their finances using only their voice — even if there are still many kinks to work out.

Brian Chappelle is a founding partner of Potomac Partners in Washington, D.C.

The No. 1 IBD unveiled a $1.1 billion firm that is part of the first incoming wave of NPH’s assets.

These tools help make net worth statements, five-year cash flow and asset reports more accessible.

Michael Sternklar is CEO of benefitexpress.

Survey shows advisors accept fiduciary mindset but do not see major impact on product choices yet.