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Advisors are applying this familiar approach using new technology and strategies to deliver for their clients.

Four advisors from the Swiss firm passed on an offer to join Wells Fargo Advisors.

Market performance under different U.S. presidents highlights the importance of heeding this key economic measure.

Mark Avallone, founder of Potomac Wealth Advisors, says insurance products are good for young clients.

Three clever steps advisors can take to propel their firms forward.

Planners should know about swap powers to help clients realize their tax and asset-protection benefits.

Every advisor must confront rejection. But there are some upsides to falling down.

Tech dinosaurs will ultimately lose out to fleet-footed advisors who quickly embrace the latest innovations.

How a deeper understanding of your clients and what's important to them can lead to increased client retention and referrals.

Jittery markets this year proved the value of goals-based planning for advisors using new technologies and strategies to provide the service their clients want, say executives at wealth management firms.