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Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse Financial Group Securities.

Almost half of women say they will outlive their retirement savings, compared to 38% of men.

The regional giant reported $2.2 trillion in client assets last year, despite seeing its net new flows decline.

The number of financial advisors at America's biggest bank dropped slightly from last quarter but was still up from last year.

Citi wealth head Andy Sieg told employees that net new investment assets — which surged last year — are the division's "North Star."

The BNY company unveiled an expanded custodial agreement with a large wealth management client in the fourth quarter, as asset values boosted its results.

Wells Fargo and other large wealth managers have been under scrutiny from plaintiffs' lawyers and regulators for the returns they pay on uninvested cash. It hardly mattered for Wells' bottom line last quarter.

The Pentagon agreed to create streamlined processes for those discharged under "Don't Ask, Don't Tell" to apply for new military records.

Cash flow, tax bracket and timing of distributions will determine whether pretax or post-tax treatment of retirement savings makes more sense.

Michael Nathanson, CEO of the RIA aggregator, envisions a day in the not-distant future when firms like his will sit on $1 trillion or more in client assets.