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The Senate’s plan requires that holders of more than one batch of a particular security, known as a lot, sell the one they’ve retained the longest first.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.

After building an empire on passive funds, the world’s largest asset manager is readying a suite of actively managed funds.

There's an opportunity for the industry to better protect sensitive client data, said Orion CEO Eric Clarke.

How do advisors navigate all the client portals?

The great value in simplicity is that the client can personally identify with the investment approach.

Some fund managers specializing in distressed debt smell an opportunity.

They have become increasingly attractive as real estate prices climb.

Data reported by the Investment Company Institute.

Nov. 20: Security, ease of workflow and the ability to work across platforms are key features RIAs demand.

Plans from S&P and MSCI to recategorize internet and media stocks would blend some of the year’s best-performing equities with the worst.

Equine exposure should be done outside the core portfolio, using discretionary funds.

The majority of public and private funds using the strategy launched in the last three years.

Here's a chance for young advisors to join the ranking of elite talent.

The rule’s impact could be “devastating if independent research ceases or is significantly diminished,” the manager warns.

Where your client resides may determine how much they'll need to pay.

High-risk, highly concentrated funds may not be for everyone, but they can fill a niche.

Few Americans have coverage today even though most will need it after they turn 65, LIMRA says.

The longer the trend continues, the more likely its effects could spread to bank earnings and the economy.