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The explanation for the outflows lies in part in the scarcity of physical palladium and a robust borrowing market that continues to develop.

Wealthy people in their 80s have the highest average net worth of any age bracket, according to the agency's study.

Clients should start shoring up their savings by chipping in as much as they reasonably can to their employer’s retirement plan, especially if it comes with a matching contribution.

The loss comes even as the firm has been acquiring new breakaway teams and RIAs.

Our exclusive interactive infographic reveals some interesting trends on the top 10 new firms and their locations.

The IBD aims to be a 17,000-strong firm, but not every advisor will want to join up, experts warn.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

As fee cuts have become key to winning flows, managers turn to cheaper indexers, while some build in-house benchmarking teams.

It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.

Like many financial companies, the brokerage wants to go where customers are. Since that means communicating with them via a third-party platform, it is working through privacy and security issues.

The amount that can be transferred is equivalent to the HSA's annual contribution limit, which is $3,400 for singles and $6,750 for couples.

With these latest additions, the regional firm furthers its Southeast expansion.

The move is HighTower's 22nd transaction this year ― making 2017 the firm's busiest year ever.

The three-adviser group joins the regional firm from Oppenheimer & Co.

What clients don’t know could cost them hundreds of thousands of dollars.

Practitioners say the rules conceal problems that regulators never fully considered.

The products protect clients against losses, but significant caveats emerge in the fine print.

Can three foreign market index funds outperform a single total non-U.S. market index fund?

These two accounts are both funded with money that has already been taxed, but there are still important differences that clients need to know.

Making excess withdrawals could result in taxes on the earnings and a hefty 10% penalty.