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Somewhat belatedly, ProTracker is offering a version of its CRM software that is neither desktop- nor server-based.

A wave of low-cost, primarily online firms are poised to challenge traditional advisors. Is your business at risk?

The CFP Board's abrupt changes of planners' listings on its website and its offer of amnesty to rulebreakers raises questions about previous sanctions.

Advisor Laura Tarbox doesn't target women, although she finds them anyway. What she does require: A $5 million minimum.

Clients tend to focus on the best investments they didn't invest in last year. Here's how to break them of the habit.

Here's how one firm used this technique to build a $325 million practice in five years.

Wealthy families' tangled needs can create a mess of inconsistencies and other problems.

Kathleen Gaffney got her own fund, Eaton Vance Bond, at a most challenging time - just as interest rates started to rise.

Frustrated by clients who love to armchair quarterback? We've got the results of chasing a 'perfect' portfolio.

As advisors and investors look for more income, a slew of new high-yield products have come on the market.