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Eaton Vance, Morgan Stanley and Putnam executives want to learn how new technology can be leveraged.

AI and predictive analytics have key roles in the bank's plan to add automated advice and savings to mobile banking.

Saving too much for retirement could force clients to take loans or make withdrawals that would carry taxes and penalties.

Advisor Munish Sood is charged with fraud and bribery by FBI and U.S. Attorney.

The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.

The move is the fourth major recruiting announcement for the firm this month.

Regional firm’s Miami branch marks continued southeastern expansion.

The options include indexes encompassing domestic, global and country-specific stocks.

"This is a window for these regional firms to really explode," says Rob Blevins, a recruiter in Dublin, Ohio.

The advisor targeted clients he obtained at Social Security seminars, according to prosecutors.