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Despite loosening regulations and the president’s tax cuts, BofA continued a string of lackluster second-quarter earnings for the big banks.

These planners, who have been honored with the Pro Bono Award, model ways advisors can help people in need.

Kestra grabbed a practice from the No. 1 IBD, but it gained another one while preparing for a top executive’s departure.

The industry is imagining more vibrant, more agile and more inclusive processes that deliver results, says Confluence CEO Mark Evans.

Mark Evans is founder and CEO of Confluence, a global investment data management company for regulatory, financial and investor reporting.

This is a hot topic everywhere in corporate America except client portfolios. That might change soon.

Ely Pinto is chief information security officer at Bank Leumi.

The closure could signal that remaining retail players are short on patience for neutered products.

As digital technology transforms wealth management, industry leaders take a stand on where the field is headed.

Rob Hunter is the executive managing director and deputy general counsel at The Clearing House. The Clearing House is a banking association and payments company that is owned by the largest commercial banks and dates back to 1853. The Clearing House owns and operates the core payments system infrastructure in the United States and has worked to modernize that infrastructure by launching a new, ubiquitous, real-time payment system, RTP®. The Clearing House is the only private-sector ACH and wire operator in the United States, clearing and settling nearly $2 trillion in U.S. dollar payments each day, representing half of all commercial ACH and wire volume.