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Advisor Laura Tarbox doesn't target women, although she finds them anyway. What she does require: A $5 million minimum.

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

Here's how one firm used this technique to build a $325 million practice in five years.

Wealthy families' tangled needs can create a mess of inconsistencies and other problems.

Kathleen Gaffney got her own fund, Eaton Vance Bond, at a most challenging time - just as interest rates started to rise.

Frustrated by clients who love to armchair quarterback? We've got the results of chasing a 'perfect' portfolio.

As advisors and investors look for more income, a slew of new high-yield products have come on the market.

The academic community is struggling to mint new financial planners as fast as the industry gobbles them up.

See which institutions made the list this year.

As firms grow, metrics become increasingly important in gauging performance. But some things don't show up in the numbers.

Sometimes you actually have to enter the classroom to remember how to keep learning.

One recent study identifies advisors who reached $50 million in AUM despite having less than five years of experience. Here's how they did it.

With more older clients working at least part of the time, advisors have a variety of new issues to factor into a plan.

A Supreme Court ruling highlights the problems that may ensue when an ex-spouse remains a beneficiary for death benefits.

Planners need to help clients express their wishes about end-of-life decisions before it's too late.

The firm added three advisors in the Palm Beach market, where business is growing.

The changes to the Home Equity Conversion Mortgage program introduce credit underwriting criteria to the product for the first time, which until now only had been using actuarial standards in the decision making process, a reverse mortgage specialist said.

If a storm similar to Hurricane Sandy makes landfall, how many homeowners would default on their mortgage?

Pimco Hires Schroders’s Maisonneuve to Lead Equity Expansion

Emerging-Market ETF Falls After Fed as Brazil’s OGX Tumbles 26%