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Fund flows over the course of a number of years now have been pointing decidedly in favor of passive strategies, he says, be they index, mutual funds or ETFs.

The investing strategy Warren Buffett recommends to his wife when he dies could lead to high stress for other investors during volatile markets since it calls for a high allocation to stocks.

Going the extra mile in client service can help attract quality referrals.

The Birmingham, Ala.-based bank posted $100 million in fourth-quarter revenue from its brokerage, trust and insurance services operations, up almost 10% year-over-year.

Four key points to keep in mind while handling a market downturn.

Voices: When pundits use the word uncertainty, they may be coming to grips with their own imperfect mental models.

"When China is down and oil drops every day, the market recognizes it has substantial issues," says Oppenheimer's CIO.

Organizing meetings with a client’s other advisors can impress outsiders and spark more business.

Advisors must find smart ways to establish relationships with centers of influence.

The reverse mortgage industry is optimistic after recent reforms to the Home Equity Conversion Mortgage by the FHA and newfound respect from financial planners.