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There are a number of issues the industry must address ahead of an imminent digital-first market, an expert warns.

Daniel Wani will command a team of 18 wealth management professionals providing a range of services to wealth clients in both states.

Only about 5% still charge them, according to a Financial Planning study.

The right strategy can save clients thousands of dollars, although the options are complicated.

Social Security numbers and portfolio information for some high-net-worth clients and advisors was provided inadvertently as part of a lawsuit.

Seniors are advised to withdraw from taxable and other retirement accounts before taking distributions from their HSA.

Firms still rely heavily on commission income despite drops last year.

Only 3% of households earning under $50,000 a year benefitted from the mortgage interest tax deduction.

Second-quarter revenue from brokerage services fell 3% year-over-year while assets under management jumped 26% to $14.8 billion.

A net 80% of investors think America is the most overvalued region, analysts say.