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CEO Jim Cracchiolo reported record client assets and a sharpened focus under the fiduciary rule.

Speculation about the RIA's future is quelled with a $100 million investment from Thomas H. Lee Partners.

The funds gained an average of 13.3% a year over the past decade, which began before the financial crisis.

Dan Staley is PwC’s HR technology leader and oversees the firm’s annual HR technology survey. He has more than 25 years of experience in human capital transformation and technology. He helps clients better leverage HR technologies to achieve their business goals and associated people strategies. He frequently publishes articles on the topic and is often invited to speak on how organizations can better plan for, deploy and support technologies that enable their people processes.

"This bill is a giant wet kiss to Wall Street,” Senator Elizabeth Warren says.

There may be a silver lining to be found despite this challenging situation.

Vincent Biemans is a managing director of Berkeley Research Group.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.

Clients, particularly those who are nearing retirement, might be drawn to these 12 cities, but the combination of housing costs, local wages and other market forces is making home purchasing power disappear.

"Know your audience" is more than a mantra, it's key for planners looking to specialize.