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Wealth management still has a long way to go if it hopes to reflect the nation it serves. But advisors say small steps still move us forward.

Annuities have been booming, but one investor has buyer's remorse. Can — and should — advisors talk her off the ledge?

The fintech startup will donate a free year of its services to members of The Center of Innovation for Diversity, Equity and Inclusion in Finance.

The hands-on role that planners can play in securing securities-based loans demonstrates their value in a number of ways.

Matthew Franks is head of High Net Worth Credit at RBC Wealth Management — US. Before joining RBC, he held various leadership roles in the high net worth division of Morgan Stanley's Private Bank from, most recently as a managing director and head of the ultrahigh net worth sales team.

A survey by the Financial Services Institute finds most independent planners would rather set up RIAs than become direct employees of large firms.

The former broker's last-ditch effort to convince a former friend and victim that his money was secretly invested and doing well only led to more charges.

The Wall Street institution is seeking to guard against an economic downturn.

Three men are widely considered the longtime CEO's slate of replacements.

George L. Salis is principal economist and tax policy advisor at Vertex. He is an economist, lawyer and tax professional with several years of experience in international taxation and trade compliance, tax planning and controversy, fiscal regulation and tax economics consulting. He is responsible for analysis of economic, legal, financial, trade and development issues in countries, as well as tracking and analyzing the rapid change in tax policies and regulations, and intergovernmental organizations and tax administrations around the world.