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The articles worth revisiting from another remarkable year.

The Plano, Texas-based RIA has a history of touting successful investment calls. A deeper analysis, however, reveals a more nuanced story.

Giving employees pieces of the pie enabled Max Weldon Greer Jr. to create a legacy – not just a liquidity event.

Databases only go so far in weeding out bad actors.

EP Wealth Advisors has more than doubled assets under management in less than two years.

The making, and higher calling, of a “financial pop star.”

“I hope that it personalizes the catastrophe that’s going on within India, and our little story tells a little microcosm of some of the things that are happening,” Keith Bradley, chief operations officer at STP Investment Services, said.

RIAs make a case, on behalf of clients, that they should.

European-based global allocators spy select opportunity in developed markets, value stocks, and Asian emerging markets amid a global recovery.

This isn’t about 50 being the new 40 or even 30, but about finding a way to stay perpetually relevant.