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Best interest contracts don't allow conflicts of interest, but don't ban all conflicted compensation. The DoL may be giving the industry enough rope to hang itself.

Here's how to sell a second home with a smaller bill from the IRS. Plus, ETF picks for retirement portfolios, and an investment strategy that takes the edge off your clients' taxes.

If advisers fall short, “required disclosures will provide a roadmap to the plaintiff’s attorney to pursue."

Find out which of the largest regional firms were represented by the best bosses in wealth management.

The features and functionality of Financial Planning’s redesigned website

Industry veteran Scott Schmid will oversee the San Diego market for its Private Client Reserve beginning May 9; hopes to double headcount in 2 years.

Why seniors and physicians must overcome their fears of discussing end-of-life care; plus, how to plan for a client's retirement in their 60s.

Planning early helped contribute to the success of retirees who are living a happy life; plus, when it's ok to ignore the gospel on retirement

The large Northwest Pacific institution abandoned its third-party broker-dealer for CUSO Financial Services.

Firms must invest in digital capabilities, says A.T. Kearney's Uday Singh, but they need to balance that evolution to allow for the human touch to remain in a central role.