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Regional firms have been on a recruiting spree this year.

A collaboration with Lincoln has yielded 30 platform enhancements for advisors, with more to follow.

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.

Data reported by the Investment Company Institute.

Dec. 4: The asset management and wealth management space posted 35 deals worth $2.4 billion in total activity in the third quarter.

A good software tool can be hard to find. Our annual Tech Survey can help.

Here's what advisors say their firms must use to catch up, and get ahead.

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

They're the latest mega group to join the boutique wealth manager.

Retirees should remain invested in stocks even if they have to scale back their exposure to this investment type, experts say.