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6 steps to help advisors build strategic relationships that generate results.

The Miami Heat only won the 2012 NBA Finals when all the key players worked together.

Practices are built one step at a time, starting with identifying key client decision-makers.

Broker-dealer network Cetera Financial Group has launched RightBridge, a tool designed to help tax and accounting professionals uncover new opportunities with their financial planning clients.

In a surprise move on Wednesday, the company went public with its plans to prepare its advisors and financial institutions for the coming regulatory changes.

Google is no longer the only option for learning whether a client will be a good fit.

The cost mutual funds charge investors is the lowest since at least 1996, according to new research from Washington, D.C.-based Investment Company Institute.

Two strategies for program growth -- increasing headcount vs. making the current staff better-- were on full display at the BISA conference.

High-net-worth and mass-affluent customers have reasons for preferring banks for wealth management, but banks are missing out on both segments.

"Thoughtful" company man Edward O'Brien is permanent replacement for eMoney's outspoken founder Edmond Walters.

Early adopters worked out the kinks – now it’s time for advisors to dive in.

Two veteran advisors overseeing over $210 million left the wirehouse this week to join the independent firm that is affiliated with Raymond James.

Strategies for writing off investment costs; plus knowing the taxes and penalties on Roth IRA withdrawals and tax breaks for college students.

Advisors should address disruptors, rather than ignoring them and risk turning into "disruptees," says Jack Brennan.

There is seemingly endless research on the attitudes of millennials toward banks, but the major takeaway from all of it is that banks can't expect millennials to want to bank only one way.

A thought-provoking look at how Vanguard products – and potential retirement plan alternatives – touched off a debate.

This government benefits program offers a significant safety net to surviving family members. Advisors should be sure to know all aspects of this vital help.

Volunteerism helps attract the next generation of clients and employees.

To make money betting on the Federal Reserve this week, investors would have done well following traders of the dollar, not Treasuries.

Bludgeoned by falling energy prices, at least a dozen oil and natural gas companies have opted to cut dividends this year to preserve cash.