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The fund provides exposure to companies associated with cannabis, alcohol and tobacco.

Data reported by the Investment Company Institute.

Relying too much on tax-loss harvesting to generate an income is a common mistake that clients should avoid after they retire.

Brash and bumbling? Or genuinely caring? Truth and fiction are blurred in depictions of planners in movies and TV shows.

“Ozark,” “Ballers,” “The Wolf of Wall Street” and “Trading Places” are fun to watch, but they bear nearly no resemblance to the day-to-day work of financial advisors.

The seven new hires joined both the independent and employee channels.

Ensuring that any potential breach is identified and mitigated takes aggressive action.

A relatively new approach for measuring savers’ progress toward goals is gaining steam, but it’s not without its imperfections.

Comparing trading prices alone may not be enough.

The IBD network says it has added 583 advisors so far this year.