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Non-discretionary accounts may comprise the bulk of a client’s net worth, but are traditionally out of an advisor’s sphere of influence.

The boutique wealth manager has been aggressively courting top brokers.

Data reported by the Investment Company Institute.

Asset managers are under pressure to maximize distribution efforts amid tightening regulations and tech innovations.

Here’s what advisors need to know about the 20% qualified business income rule.

More than one third of the respondents (37%) save for emergency purposes, while 30% save to secure their retirement. See the reason that tops the list.

The regional BD's three hires come from Wells Fargo and Ameriprise.

I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.

AUM, revenue and client base growth are soaring, but advisors must remain vigilant.