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Assets have nearly doubled for direct-investing platforms, but wirehouses still reign.

Planners may soon have one more investment option to counsel clients about.

The regulator may make it harder for some brokers to clear their name.

Dennis Concilla, expert on the Protocol for Broker Recruiting and an attorney with Carlile Patchen & Murphy, discusses Protocol's origins, the possibility of an update, and its impact.

Clients tend to focus on the best investments they didn't invest in last year. Here's how to break them of the habit.

Are these tax-efficient vehicles the best way for your clients to donate to charitable causes?

The former financial bigwig talks candidly about her time in the industry, very public job losses, new networking venture and why white guys are failing to make wealth management truly diverse.

A run-down of the stories in this issue, including an interview with Sallie Krawcheck.

Attracted by high returns and low costs, investors continue to pour dollars into Vanguard and other equity index funds.

Among the BIG Trends identified in Financial Planning's latest Tech Survey: movement toward the cloud, better B-D technology & shifts in CRM, portfolio and rebalancing software. Here's the full report.

A new batch of nontraded REITs look eerily like disastrous limited partnerships of the late 1980s and early 1990s.

A team member's departure can be a blow, but a resilient firm shouldn't be thrown by staffing changes. Here are a few ways to cope.

As you approach the new year, resolve to use some of this new research to run your practice more effectively.

The landscape is new and far more complex than it was a year ago. That requires some new strategies for clients.

A client seeking long-term care funding may be able to get it by swapping a life insurance policy.

The survey data tells us what's been going on this past year, but it doesn't tell you what's going to happen next year. Here are a few modest technology predictions for 2014.

Advisors' attitudes improve for the second month in a row.

Some planners have found profits - or at least satisfaction - selling assistance or products to their peers.

Vista Wealth Management specializes in working with executives from Silicon Valley, many of whom are young and newly wealthy.

Muni fund managers are trying a variety of strategies to protect holdings from volatility when the Fed starts to taper.