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Planners aren't as enthusiastic as some of their clients are about gold and silver.

Equity-income funds provide a buffer against extreme market volatility.

To see if mortgage REITs might be right for your clients, analyze these companies like the levered bond funds they really are.

Advisor Fred Greene likes tax-free bonds for his clients and has specific reasons why. But he really gets excited when he's in the air and able to clear his head.

Today's uncertain macro backdrop has many investors steering clear of stocks, and in a world of heightened volatility and ongoing global concerns, few would disagree that a dose of caution is warranted.

The battle for the high-net-worth and ultra high-net-worth client is heating up. In recent weeks, wealth managers of all stripes have announced plans to strengthen their services for their most affluent clients.

"Customers will go along with price increases if they think they are getting a fair value for the service," says Jens Baumgarten of Simon-Kucher & Partners.

With 97% of the firms in the S&P 500 reporting third quarter earnings by press time, profits are on track to set a record. What's more, the old record was set in the second quarter.

Here are this year's best bank-based financial advisors and the secrets to their success.

What can you do when your institution doesn't embrace the investment services program?