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An index of asset managers and custody banks has lost almost a quarter of its value this year.

Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century.

With two months left in 2018, clients can still take advantage of these tax hacks.

Traditional planning strategies will become obsolete.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

There’s a fix, but many firm owners are reluctant to make the investment.

Ermotti last week outlined how the bank is seeking to win over American billionaires by boosting recruitment.

There were 53 new billionaires in the U.S. this year, and 14 of them were women.

Thanks to strong organic growth, small RIAs are growing slightly faster than their larger counterparts.

The speed at which clients can onboard has helped digital firms fuel an explosion of new discretionary accounts — often with less staff.

Russell Goldsmith plans to be “quite active” after handing over the top job to his successor in three months.

Disappointing revenue and profit forecasts from Amazon and Google-parent Alphabet helped push the Nasdaq further into a correction.

You must not overlook important cybersecurity protocols for protecting your email.

Affiliating with a bigger platform is often a helpful and necessary step for indie advisors.

The group includes several industry veterans, one of whom has 50 years of industry experience.

Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.

Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.

There really is such a thing as good advice badly given.

Most people specialize so don’t expect to find a broad range of skills in one person.