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Two of the league's top lifetime earners, Tim Duncan, and now Kevin Garnett, say Banks collectively stole more than $100 million.

Helping clients navigate the complexities of tax reform is even more of a priority.

Given the steep rise in the price and use of virtual currencies, expect clients to have questions.

The S&P index of 18 asset management firms and custody banks is down nearly 11% this year, compared with a gain of more than 8% for the broad S&P 500.