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What follows is a cheat sheet on generational traits and communication strategies.

A few banks started paying their advisors by salary years ago--now others are considering the same.

Veteran bank advisors are being lured away by big brokerages and finding new talent to take their place is challenging.

J.P. Morgan Securities agreed to pay $4 million to settle the charges, according to authorities.

Equip planners in your practice with a clearly defined purpose and mastery of their craft for greater success.

Those who truly put clients first may sometimes advocate strategies that cut their own incomes.

The Financial Stability Oversight Council will face critical tests in 2016, including a lawsuit over its designation of MetLife as a systemically important nonbank and whether it will de-designate GE as a SIFI.

In a speech in New York City, Sanders vowed to remove the ability of the Federal Reserve to pay interest to banks for their excess reserves, turn the credit rating agencies into nonprofits, allow the U.S. Postal Service to offer bank products, and cap ATM fees and interest rates for loans.

Pathstone's merger with Federal Street is "a defining deal for firms serving the UHNW segment," says industry consultant Jamie McLaughlin.

The acquisition of the RIA firm is expected to increase BOK's assets under management by about $340 million.