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Instead, focus on things as they are today, and the most likely scenario for tomorrow, while remaining flexible enough to accommodate changing circumstances.

Shyla Walson is a consultant analyst for Pace Harmon.

The new recruits come from Stifel and IBD ValMark.

Going overboard may leave clients wondering if that is where their fees are going.

Going overboard may leave clients wondering if that is where their fees are going.

The commission will examine how digital advice platforms uphold fiduciary responsibilities and safeguard client data.

Phil Scarfo is vice president of worldwide marketing for HID Global.

More than $1.2 trillion was wiped off the value of global bonds last week.

The global bond rout intensified on speculation that the Fed will raise rates as Donald Trump tries to increase spending.