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As technology forces rapid evolution, conditions will improve for entrepreneurial women.

Focus on removing noise and bias without trying to be all things to all clients.

The advisor of the future will be less concerned with product sales and more focused on holistic planning.

Clients — even some advisors — overreact to market losses. Are they on to something?

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

State administrators find reason for scrutiny in advisors’ increasing use of flat fees.

Although retirees need to protect their savings to avoid losing money, extreme aversion to loss could do more harm than good.

Advisors with clients opting to stay in more expensive states need to be prepared to help them with those costs.

The team marks at least the second to opt for a smaller IBD over the nation’s largest.

The TAMP and third-party money manager for 95 advisors launched an SMA thanks to the transition.

In price wars wars, the firm bolts ahead in the race to zero by nearly tripling its roster of commission-free funds.

The company also said that its advisor ranks are growing.

IHT Wealth Management now has $2.4 billion in client assets.

The firm could hire the necessary talent, but there is an easier and cheaper way.

Automated platforms may have steered investors to buy rather than sell in the market panic.

Advisors should address client issues in-house, which sometimes means taking a hard look at supervisory controls, regulators say.

The manager’s third quarter revenue topped analysts’ expectations thanks to its iShares business.

There are things to learn from that debacle. Just don't overdo it.

The Arizona-based firm serves as a super OSJ, supporting advisors who work for 13 affiliated credit unions as either employees or independent financial advisors.

Clients are looking to be reassured about the security of their data.