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Firms that want to grow put each employee to work around that goal. In time, the culture will become one that prizes new initiatives.

With a few simple tweaks to their strategy, planners can stop making flubs that can hurt their business — or even their personal brand.

These trusts are holding their value and merit an allocation.

In an excerpt from his new book, Gregory Curtis discusses why it is all about damage control.

New flavors in a portfolio can help juice returns, but beware of the risks.

Analysts and industry insiders are divided as to what impact the wirehouse's revamped plan may have on rival firms and breakaway advisers.

These strategies can help U.S. citizens living abroad cut their payment to the IRS. Plus, estate and gift issues for married couples from different sides of international borders and the downsides to whole life insurance.

As clients get into their fifties, they need to start looking at where they are and start ramping up their retirement and investing planning.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

Advisers may want to point out to clients that protection against exchange rate fluctuations can have major consequences.