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The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.

The five-time San Antonio Spurs champion is willing to testify against his former longtime planner, according to the team's lawyer.

Consultant Peter Bielan urged bank wealth execs to incentivize long-term thinking on the part of advisers, not just hitting a monthly goal.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

The real estate developer's family philanthropy is scoring the same kind of robust returns his hedge fund once did.

Foreign investors are plowing money into Tokyo stocks and U.S-listed ETFs tracking the market.

Once the fiduciary rule was explained to customers, many became concerned about previous financial advice, with 29% considering switching to a new institution.

The investment services unit of one regional bank is working with 10 of its top producers to whittle their books of business.

Bank and bank advisers need to improve at the tangibles (financial plans) and intangibles (corporate culture) in the future.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.