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The lawsuit accused JPMorgan of sending white advisors to wealthier places while assigning black colleagues to less lucrative branches and denying them opportunities.

The bank said it thoroughly investigates all complaints of impropriety after a report said the company is failing to treat some of its female employees fairly.

See which industry leaders made the cut for this year's list.

Forget bond ladders. Laddering defined-maturity exchange traded funds may be a safer fixed-income strategy for clients.

Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.

The order is for the Treasury Department to review rules that require mandatory distributions to begin when someone turns 70 1/2, and to make it easier for small businesses to offer 401(k) plans.

Just over half of all asset managers either have or are planning a “limited” number of machine learning initiatives.

Playing both sides of the coin may be one of the few ways to avoid getting caught by this year’s schizophrenic market.

The RIA offers multiple income-oriented strategies and a proprietary asset allocation tool.

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.