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While the planning profession has evolved considerably, there is still work to be done.

For the head of Ameriprise Financial's Personal Advisors Group, the ultimate compliment is to have a client turn to his planner in time of crisis.

Tax changes may affect investing ideas about bypass trusts, grantor trusts and other estate planning steps.

Perfect timing helped Baron Real Estate's Jeff Kolitch launch the fund with a bang. The next steps are trickier.

Aging clients may need to adjust real estate holdings to address changing health care needs. Here are 7 strategies to consider.

As the housing market rebounds, advisors face new challenges - and many new opportunities

For ETF investors, a focus on the broad, diversified asset classes has been paying off.

Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference.

You know you're supposed to provide great client service. Is anybody telling you how to do it?

Conventional wisdom is often wrong about what it takes to achieve great results.