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The 529 market has nearly doubled over the past five years, reaching a record-high $227 billion in AUM by the end of 2015.

Advisers say they have been asked to allocate less to equities and bonds in the face of global and political turmoil.

SMAs also allow clients to invest in line with personal values and offer customization.

Advisers must be creative and persistent in figuring out risk tolerance levels.

Company veteran LeAnn Rummel will step into the role of president of its bank business; Catherine Bonneau will remain as CEO.

Most times, remaining calm and sticking to a long-term asset allocation is the best course.

How a bundle of joy can reduce your client's IRS payment. Plus, the benefits of charitable remainder trusts and 20 common investing mistakes.

Long-term investors have nothing to fear when it comes to short-term market volatility.

Despite increases in the cost of living for the elderly, clients may find affordable options even within the most expensive states.

A client says if he had been told he was eligible for a lump-sum payment for back benefits, he would gladly have taken it, even if it meant a reduced monthly benefit for life.

BlackRock’s Larry Fink warns there will be a "massive shift" into passive investing amid consolidation in the asset management industry.

The recruit had $1.8 million in annual production before making the move, the regional BD said.

The U.S. Chamber of Commerce, SIFMA, FSI and other groups are asking a Texas court to vacate the Labor Department's new regulations less than a year before the rule goes into effect.

Manhattan West Asset Management serves sports, music and entertainment clients, as well as pension funds.

Two ETFs in areas that pundits traditionally expect to benefit more from a Republican president gained.

The world is entering a phase of rising risks as the effect of central-bank stimulus policies diminishes, according to a long-term forecast by Pimco.

It takes more than a few star hires to build a sustainable practice. Here are some of the best ways to keep everyone engaged and improve clients’ experience as well.

The practice can seem counterintuitive to clients. Here’s how to break through their resistance.

James Dunlap will continue in his role leading the bank's private wealth businesses as the company prepares for the acquisition of FirstMerit Corp. in the third quarter.

These college savings portfolios have adequate exposure to large-cap equities and other core assets, but aren't as good on more specialized investments compared with target-date funds.