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A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.

The large number of closures in equities and “other” categories could not be offset by new additions, Index Industry Association research shows.

How sequence of returns affects retirement portfolio survival.

The tax law changes affected deductions for charitable contributions, entertainment expenses and more. Here are hard-won insights for advisors as they help clients navigate the second year of filing under the new regulations.

Distinguishing features of undergraduate and graduate programs for advisors offered by leading colleges and universities.

Two dozen advisors left the wirehouse in recent months to join the regional BD.

The SEC’s recently passed ETF modernization rule, which expands choice in the market, “is probably the end of the mutual fund industry.”

I had a strong opinion. Then our reporting changed my mind.

It's no exaggeration to say rock-bottom fees are an existential threat to many asset managers. However, technology could still save the day.

Many larger firms have found this investment has raised the quality of service for their clients. But what if you're a small firm?