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The majority of the top 25 firms boosted their business by double digits in 2018, and five of them reeled in more than 20% growth.

Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.

One firm shares its blueprint to attract and retain recently minted HNW clients hungry for financial and emotional coping skills.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

Why? Three other competitors have an astounding 95.8% of market share.

Carson Group has recruited $1.2 billion in client assets this year across 13 different firms.

The model, which runs on IBM’s Watson platform, has suffered from overweight positions in technology and energy, the month’s worst-performing sectors.

The $5 million payment will be shared among other fathers employed by the firm who also missed out on a 16-week parental leave benefit.

The limit on deductible contributions to health savings accounts will jump by $50 for individuals and $100 for families next year.

"Part of the conversation should be exploring how your client uses the health-care system," says a CFP.

The advisors managed more than $225 million in combined client assets.

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

As the bond market drives yields down because of the economic turmoil, mortgage rates moved in concert.

With transparency about conflicts on the rise even as it varies by firm, critics question whether clients really understand complicated technical documents.

Households struggling with even modest debt levels may be less resilient than in years past, research shows.

Younger investors tend to have limited assets, but that doesn’t mean their advice needs are simple.

One departing practice managed $100 million in assets.

Brokerages would rather have an SEC chief appointed by a President Trump set policies than take its chances with what might happen should a Democrat win the White House in 2020.

Many older workers don’t know they are allowed to take penalty-free withdrawals from their 401(k), 403(b) and 457 plans.

The world’s largest asset manager and robo advisory platform may soon have competition at the top.