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Ending a three-year slump with its largest quarterly increase in almost 30 years, the timing is right for a closer look, Lipper research analyst Patrick Keon says.

A half-dozen recruits jump between the wirehouse rivals.

Wealthbalancer's developers say the multiple question approach employed by competing platforms is too general.

Companies need to be able to pivot, and tech infrastructure can't be a hindrance.

Investment professionals foresaw the greatest risks in flawed algorithms, according to a global survey.

Common-sense advice for aspiring entrepreneurs, including: watch your pennies, live in the right places and choose your associates carefully.

Hiring advisers with a variety of backgrounds can result in a well-rounded team. Everyone is unique, but nobody can do what a group can accomplish together, says one program manager.

These top bosses have kept their advisers focused during a difficult year for the bank channel and increased business to boot. Read about their strategies and insights

Program managers bridge the gap between banks and their advisers and today they're facing more challenges than ever. The best look for champions, call meetings and talk a lot.

Honest communication can make a big difference in preventing people from quitting during management upheavals.