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Gold tends to hold its value in the long-term, but it's volatile — almost as much as stocks — so clients may need decades to ride out its ups and downs,

Beneficiaries owe no federal tax on collected payouts after the policyholder dies.

Assets in products susceptible to the risk of fire sales during a future shock are up 673% since 2000.

The adviser refused to provide the regulator with the documents it needed to investigate allegations that he converted funds from a bank customer.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

The new tool is aimed at lowering costs for investors.

Many new products are great for the industry and not so great for our clients.

The team includes identical twin brothers and an industry veteran of nearly 30 years.

The regulation, which has broad support among RIAs, has spurred firms to streamline policies and procedures, according to a new study.

Advice from DoubleLine founder and CEO for competing with the ever-evolving robo landscape? “Work hard.”

Data reported by the Investment Company Institute.

The group joined the regional broker-dealer from Morgan Stanley.

June 26: The menu of choices among mutual fund share classes is shrinking.

They play a critical role in recruiting and supporting advisers. See who made the cut for this year's honoree list.

For a solution, look to deficiencies found in the Markowitz model, one manager says.

Demographics and competitive forces are destined to weaken the determination to avoid expensive recruiting packages.

None of the FP50 are close to equalizing their ranks of men and women.

The regional firm continues to snatch multi-million dollar teams from the wirehouses.

Setting up an investment account for every newborn, with the federal government seeding it with $7,000, might be a solution to the looming Social Security crisis, says expert.

“He became very unreasonable.” It soon backfired when adviser Michael Martin bowed to pressure from a client to take on his father-in-law.