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Don’t be afraid to fuse this technology with the human side of the practice.

Collaboration and acquisition between incumbents and start-ups is poised to increase.

Brian Lamb succeeds Mike Michael who was named to the post in May.

As technology reshapes the financial world, conditions should improve in wealth management.

The deal marks the largest acquisition for the firm year to date.

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

Banks' online advice platforms are just the face of a deeper effort to restructure client data and adapt to a digital era.

The No. 20 IBD unveiled a total of 15 practices joining its ranks in the fourth quarter.

If clients miss an RMD, they will be subject to a penalty equal to half the amount they should have taken, and they'll still owe ordinary income taxes on distributions.

Stifel says the fact that it owns a bank — instead of being owned by one — is a big appeal in recruiting.