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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?

Indexes have come a long way and can be effective tools for advisors, but you have to know how to use them

Sell your client on you and your incredible advice instead of your firm—loyalty should lie with you

Empathy, gratitude and the desire to make a difference drive philanthropy.

The national trade group is stepping up its advocacy efforts.

Since 1977, the Gateway Fund has tried to shield investors from the bear market's bite. Here's how.

Your clients can have homeowners' insurance that monitors for leaks or fires - and even file claims on their behalf.

At his boutique firm, Marc Henn helps business owners and corporate executives manage risk.