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For advisors pondering whether the certified financial planner designation is worth the time and expense to obtain, a new report by Aite Group in Boston suggests the answer is yes...

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During this time of uncertainty for advisors, with many firms imploding and others consolidating, it has become even more important for advisors to carefully consider career moves. Here are some mistakes to avoid.

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Remember those geeks in high school with glasses and pocket protectors? They could be your next client. By this year, rank-and-file tech employees are expected to generate $100 billion of new wealth, according to Andy Rachleff, CEO of Wealthfr...

An enduring Italian landmark offers up lessons for private wealth advisors