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It may seem like your interests are aligned but there could be conflicts.

Discounted cash flow valuations have become popular, but untangling the formula can be challenging.

Heavily weighting any single stock has the potential to make a portfolio more volatile.

Commissions and cash-sweep revenue jumped by more than a combined $100 million in 2018 — even as the parent firm’s longtime chairman left the company.

The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.

The transaction means the TAMP will own software that serves tens of thousands of financial advisors.

The U.S. is one of the few countries that doesn’t have paid family leave, and it can cause families hardship around the time of a birth, says an expert.

The group with $175 million in client assets opted for a Ladenburg IBD they think is less likely to change hands in the future, the OSJ manager says.

The losing firms? Morgan Stanley and Wells Fargo.

The ex-advisor and self-described "Money Doctor" solicited older clients on his radio shows, the regulator says.