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Magazine Issue Year 2018

Advisors are overwhelmed by options. Wary of expensive solutions that don’t do what’s promised, firms risk falling behind. Our annual Tech Survey can help.
December 7
Amid the war in Vietnam and turmoil at home, seven companies planted the seeds of what became the nation’s leading independent broker-dealers. Fifty years later, has their success actually compromised their future?
October 31
Here’s what HBCUs can teach us about the future of financial planning
October 1