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The new platform will support bitcoin and Ether early next year and offer over-the-counter trade execution and order routing.

The practice transitioned in a week in which 15 advisors joined their new firm in three separate moves.

The company’s third-quarter earnings report shows big gains coming from retail and RIAs.

One of the biggest drivers of the better-than-expected earnings was the good economy and prudent lending.

Whether targeting baseball players or tech execs, some firms place their bets on a narrow client focus.

Compared with college-educated professionals, high school educated workers retire earlier because their jobs are physically demanding and less appealing for aging workers.

The No. 7 IBD expects such moves by advisors to increase in coming years, so it's ramping up offerings aimed at fee-only services.

As mega firms scale up and niche advisors specialize further, profits for a vast swath of the advisory market are getting squeezed.

Reg BI would boost sales because the products fill a pressing need for income over long lifespans, the executives say.

Darrell Smith stole $2.4 million from his clients to fund bio-energy companies.