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Recent tax law changes have impacted financial planners as well as their clients. Here are some strategies Baird's Tim Steffen suggests for some advisors. Plus, which clients should not rely on donor advised funds.

This cohort, which included financial planners from Merrill Lynch, Morgan Stanley and UBS, generated $39 million in combined revenue.

The advisors on the ranking generated more than $167 million in combined annual revenue.

On Wall Street unveils its annual ranking of successful young financial planners.

These elite advisors were responsible for more than $9 billion in client assets.

“Shell-shocked” clients seek safety and review exposure with wealth managers.

There are several mistakes firms make with their non-white planners, says the organization's president. Here’s one of the biggest ones.

Disruptive forces seen shaping 2019 investment landscape. Volatility creates risks but also strategic investment opportunities

SEI’s Practically Speaking blog needs to be heard.

It’s a familiar story for EM investors: shifting global conditions catch out a few of the most vulnerable economies, prompting currency crises and sharp falls in asset prices.