When thinking strategically about your career, no matter what stage you’re at,  keep in mind the end goal should be to realize the value of your life’s work. Essentially, your retirement options fall into two categories...

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The ‘big tent’ philosophy of some custodians is getting smaller, and some small RIAs are getting squeezed out

So-called “active share” metrics may point to the extent, and cost, of active management in a fund, but other measures can sometimes give more transparent details

Trust levels up 12 percentage points from last year as HNW increase allocation in alternatives and foreign investments

There is an increasingly-popular tool that allows clients to get more to their favorite charities, and less to the IRS

Advisors should assume clients will live to at least 90 when they set up retirement plans using insurance and investment products

Brokers taking conservative approach to investing, reducing international exposure

Active management once reigned supreme, but flows to active funds are now slowing. Is there still a role for active investing?