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Monte Carlo simulations can only do so much.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

FINRA accused the advisor of unlawfully "structuring" a total of $77,560 by depositing cash into his bank accounts in amounts just below the $10,000 reporting threshold.

ACG Wealth’s affiliated IBD has also added teams from LPL and Merrill Lynch. Its CEO says the firm is just getting started.

Advisors with 200 to 300 clients over-performed more so than peers with bigger sales territories, according to a new study by LPL and Kehrer Bielan.

In just the first six weeks of the year, about 1.4 million borrowers lost the interest rate incentive to refinance.

The time has come for advisors to reexamine this key business relationship, Nina O’Neal says.

Rapidly shifting economic conditions, a new tax law and fee pressure are among the challenges in the year ahead.

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.

Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.

The firm is leveling the playing field on fees for a fair fight between stock pickers and smart beta bots.

When 2018 taxes are due in April 2019, millions of Americans could find themselves owing the government far more than was withheld.

Rapidly shifting economic conditions, a new tax law and the preponderance of low-cost passive products are just some of the obstacles in the year ahead.

Banks have nothing but upside potential in front of them with robos as part of their offering — as long as they act soon and do everything right.

Data reported by the Investment Company Institute.

Research traditionally funded by asset managers through soft-dollar trading commissions now requires added transparency.

The math works: Banks get a boost to their growth plans, while independent advisors get one more option for their succession planning.

Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.