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Few of the industry's other dynamics will remain untouched, according to Credit Suisse Group AG Vice Chairman Neal Soss.

This strategy may increase the value of these IRAs and reduce how much a client pays the IRS. Also, knowing when retirement account distributions are treated as ordinary income.

It can be hard to unlock real estate values in pricey areas if clients aren’t willing to move.

With a dearth of income alternatives for clients, advisers need to know that there are still some stocks that can do the trick.

Clients should realize that reaching the finish line of their career means the start of a new chapter of life.

These 12 program managers from our ranking have logged a combined 375 years in the wealth management industry.

Clients are anticipating volatility and favoring defensive allocations no matter the outcome, say advisers who participated in a recent poll.

It may be hard to unlock real estate values in pricey areas if clients aren’t willing to move.

It may be hard to unlock real estate values in pricey areas if clients aren’t willing to move.

There is still work to be done, but the firm's platform empowers advisers and sees planning as an ongoing process.