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Bank of America's soon-to-be-released virtual assistant, erica, is being trained to provide personal finance advice.

Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn overcame some common pitfalls.

The pro athlete met the adviser through his college business professor, authorities say.

The rep refused to provide the regulator with the documents it requested to investigate the allegations that he stole money from an elderly couple.

The former JP Morgan Private Bank adviser focuses on wealthy Latin American clients.

Only 17% of advisers have a binding and actionable plan in place.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

Hiring former professionals could help firms improve diversity in a field that’s still 84% male.

With the rule's implementation date around the corner, here’s what wealth managers should focus on in coming weeks and months.

There must be a fully realized transition strategy, says Tim Chase, co-founder of WMS Partners.