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Once the workload has become too much, be careful and deliberate about teaming up.

Every firm's focus is on capturing a share of the predicted $7 trillion market by 2020.

Fund providers should consider digital platforms and outsourcing to reach more advisers, according to Nuveen's head of alternative strategies.

The positioning leaves the biggest speculators at odds with an increasingly skeptical analyst contingent on Wall Street.

A focus on costs obscures any analysis of the benefits that new tools bring to one's practice.

Bossen joined as director of ETF business development at the institutional intermediary division and will focus on the IndexIQ unit that MainStay acquired last year.

Previous life stages all have compelling examples and clear stories that guide and engage us through the decades. Retirement, not so much.

Clients may not even know the right questions. You need to tell them, and provide the answers.

Some bright spots for advisers: A surprising number of boomers have not begun saving yet for retirement; and millennials will need decades of advice.

The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.

The wirehouse's three newest recruits are all industry veterans.

Peter Danilaitis worked at Home Depot almost a dozen years ago. Building on that experience, he's become one of the top leaders in wealth management.

"The key to success in this deal was finding the right partner," says Haig Ariyan, president of the firm's new Alex. Brown division.

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.

These independent broker-dealers generated the most revenue from commission-based accounts.

Here's why the chief U.S. equity strategist at the wirehouse is optimistic about the index.

Set the firm’s tone through these imperatives and give a copy to employees in the final interview.

Following its online offering spawned from its recent partnership with Artivest, Nuveen's head of alternative strategies says he is confident his clients will now have the advantage.