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The unit will provide specialized services for private banking, international and institutional clients."

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.

Engagement with companies beyond the firearms industry is a better solution, Calvert Research says.

Ira Kawaller is founder of Derivatives Litigation Services.

Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.

Funds that experienced poor performance and registered investment companies with little management experience are among those that may be under scrutiny.

Carl M. Rizzo is a director at regulatory consulting firm Alaric Compliance Services.

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

Mauro Lance is Chief Operating Officer of the PCI Security Standards Council.

The deal is only the first step in a major growth plan, according to the acquiring firm’s founder.