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By the end of June, the Raymond James-affiliated firm says it will surpass its new partner additions for all of 2017.

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.

Having benefited from mentors throughout her career, Amy Zhang now guides other women and minorities on their paths to success.

Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.

Growing up in a house full of doctors, Mihir Patel was expected to follow in his family’s footsteps. He didn’t.

The aggregator has filed with the SEC, and the aftermath of an offering will be closely watched.

Fulvio Urbinati’s book of business includes clients in Chile and Peru, the U.S. and France.

Short-term returns are mostly noise, which, by definition, largely cancels itself out over time

How to use content marketing through blogs, videos, podcasts and social media to boost your business.

The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?