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Here's a strategy that may provide clients with significant cash over time.

Understanding pro-rata rules can ensure that a client only pays their fair share to the government. Plus, these retirement preparations can boost returns and a look at when spending means better planning.

J.P. Morgan Chase, Citigroup, First Republic and Bank of America were among the institutions questioned on the issue of incentive compensation.

The money, barely enough for dinner at the Thai restaurant downstairs from his office, was Fujino's payout from a 2009 fire sale of the asset management firm he built from scratch.

Upcoming data will give investors more indications about the potential rate path, including figures on retail sales, consumer sentiment and producer prices.

The editors of On Wall Street are now accepting nominations for the overall Top 40 Under 40 ranking, and Top Regional Advisers Under 40 ranking.

Many millennials feel their parents can provide them good financial advice, but they are reluctant to seek help from elders, as well as from financial professionals.

Net income for the wealth management unit rose to $677 million from $606 million for the year-ago period.

News that LPL may be looking for suitors comes at a time of financial pressure for the country's largest independent broker-dealer.

The new CIO will direct U.S. Bank Wealth Management's Asset Management Group and lead its investment management business strategy and policies.