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We must control our own bad behavior before we can become coaches for our clients, says contributor Allan Roth.

The plan would be paid for partly with the elimination of deductions and loopholes for the wealthy, raising fears over tax-exemption.

When investing in a Roth IRA, retirement savers should rebalance their portfolio by replacing high-performing holdings with more value-priced investments.

The infusion comes as the financial services industry continues to search for safer ways for customers to share their account data with third-party apps.

We've sliced and diced our top bank advisers to list the banks and TPMs based on the number of our winners in their ranks.

With more focusing on specific client niches, it makes sense to go where the money is.

With more focusing on specific client niches, it makes sense to go where the money is.

For the 33rd consecutive month through December, investors withdrew money from active managers. Last year, passively funds attracted almost $505 billion.

Ex-Goldman Sachs executive stresses advisers need sophisticated tools to compete in a crowded robo market.

As wealth management innovates, the ongoing trend is toward simplicity, transparency and greater value.