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How should young advisors attract clients and build their business? Here are some tips from advisors of all ages.

How a firm can differentiate itself in a sellers’ market.

The tools are essential to enhance client interaction and help the operations staff.

The biggest challenge with new digital tools is getting people to adopt them and do things differently, says the vice president of technology at Cleary Gull, a Milwaukee-based wealth manager.

Looking for quality planning schools near your practice? Launch your search with our comprehensive list of programs organized by region.

Advisors across the industry are tackling the headaches of making succession plans. Here's how, according to new data from Cerulli Associates.

Despite the flaws in 401(k) plans, clients can take steps to improve their situations; Plus, clients should beware the retirement splurge.

Like former New York Mayor Ed Koch, firms need to answer the question, ‘How’m I doing?’

RIAs do have a fighting chance against the major players — but only if they are willing to shift their focus. Here’s how.

A financial planner left the wirehouse for the independent channel at Wells Fargo.

Banks now account for 18% of all indexed annuities sold, up from 6% in 2011, according to LIMRA.

Some privacy advocates worry that the Cybersecurity Information Sharing Act could do the opposite of what policymakers intended and flush more of consumers' sensitive information out into the open.

Like former New York Mayor Ed Koch, firms need to answer the question, ‘How’m I doing?’

Long-time Canadian asset managers including IGM Financial’s Mackenzie Investments, AGF Management and CI Financial announced plans to offer ETFs in the past month.

The former advisor swindled 22 clients out of their funds, telling them that they were investing in tax liens when he was really using the money to pay his bills, authorities claim.

As the year draws to an end, clients will find that formerly robust market segments delivered mediocre results in 2015; Plus, despite loopholes in America's retirement system, there are strategies for clients to make the most of it.

Bank stocks are generating buzz among investors and if rates rise, the outlook is even better. Here are the best-performing funds with a concentration in banking.

Next week, we’ll unveil our annual Top 50 Bank Advisors online and in print. In the meantime, we’re proud to continue the Next 50.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.

Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to continue the Next 50.