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Digital tools that help wealth management clients manage their emotions, he says, will have a big impact on the planning industry.

Early adopters of artificial intelligence are expecting substantial increases in profitability, according to a new survey.

The bank is selling the technology behind its U.K.-based digital advice business to SigFig, a Silicon Valley startup.

The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Robert Russo says the Independent Advisor Alliance has recruited nearly three dozen IFP reps, and other large enterprises have also made inroads.

Close relationships are part of what makes the profession special, one advisor has found.

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.

There was some aggressive call options buying as sentiment pushed the country’s equities lower.

Portfolio managers say taxable alternatives have appeared cheaper lately when compared to the short end of the tax-exempt yield curve.

The brokerage firm is holding off on making major changes while regulatory frameworks shift once again.

The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.

Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.

Both the regional BD and RIA have benefited from an exodus of wirehouse talent.

Investment firm blamed fat finger error for 90% decline when losses were really due to poor trading.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

Mutual Securities has added five new affiliated practices this year to grow to 26 teams with more than $1.5 billion in AUM on its corporate RIA.

The case is a legacy of the fallout from Puerto Rico's bond crisis and the performance of UBS closed-end funds.

Training programs may seem expensive, but they cost just pennies compared to the expense of losing talent and hiring replacements.