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Not adding a bonus to savings is just one mistake many clients make, but there are plenty of others too; Plus, clients who want to buy low and sell high need to invest when they're inclined not to.

Inspired by his football coach to consider planning, Raymond James complex manager Tony Barrett has focused on team success and the inclusion of African American advisors.

Investors are reassessing expectations for dollar appreciation after the greenback strengthened against all 16 of its major peers last year.

In data collected from looking at the returns of 2,076 fund managers from 1975 to 2006, IFA researchers concluded that 99.4% of fund managers lack "genuine stock-picking ability," while 0.6% were "just lucky" at attaining positive returns.

Some advisors set up expectations during the onboarding process.

Family-owned Johnson Bank will boost its AUM to $8.5 billion after the acquisition of the Milwaukee-based RIA.

U.S. stocks extended their three-month lows, with the Dow down more than 180 points, amid a China-led rout that continued to engulf equities around the globe.

As CEOs at the major firms hang on to their positions, other executives such as Morgan Stanley's Greg Fleming are finding it harder to rise up the ranks.

Beleaguered RCS Capital to give details of an advisor retention plan by Jan. 8

The head of the wealth management business is stepping down, while Colm Kelleher has been named president of Morgan Stanley, according to memos sent to employees.