Portfolio

If the integration process takes longer or is more costly than expected, RCS says it may 'fail to realize' some or all of the anticipated benefits of the pending acquisitions.

The third-largest U.S. bank cut 200 to 300 jobs in its division handling stock and bond trades to shrink costs amid a slump, according to a person familiar with the matter.

From news of ETFs and ETPs rebounding in March to BlackRock shaking up leadership, here's top news impacting mutual fund and ETF managers and providers.

Community banks and credit unions need to recognize and tout the distinct advantages they offer advisors as they compete with bigger financial institutions for top talent, says Frank Smith, vice president of Recruitment at LPL Financial Institution Services.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Email is the original social media and demands advisors' attention. Respect other peoples' time and free up more of your own by quickly getting their attention, delivering your message and outlining the next steps.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Donor-advised funds allow clients to make a single contribution of assets, then dole out the proceeds to multiple charities.

Social media allows advisors to meet clients where they are -- online. But to engage with clients and prospects, advisors will need to do more than merely log in.

FINRA is examining whether Wall Street firms overcharge investors on some bond trades and whether they unfairly allocate new corporate debt issues to reward certain clients.