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Legg Mason broadened its alternative investments capabilities and also made a deal to expand its ETF business.

The ex-Edward Jones advisor previously oversaw more than $100 million in client assets, according to Baird.

New to our 5th annual list of the largest independent planners, these RIAs are blazing ahead with new ideas and poised for growth.

Retirement savers are advised to avoid an overly conservative approach when creating asset allocations in their portfolios and to differentiate risk tolerance from risk capacity; Plus, new rules for reverse mortgages.

Clever ways to build relationships with professionals in other industries can give your practice a boost.

A few clients in the right profession can lead to a whole book of clients who do the same thing.

When advisors plan unique events to gather clients and their friends, referrals follow.

J.P. Morgan Securities picked up an industry veteran, the latest U.S.-based advisor to depart from Credit Suisse.

Fourth-quarter revenue from trust and investment services fell 6% to $79 million from $84 million a year ago. Revenue from the retail brokerage business also slipped, falling 3% to $71 million.

The newly appointed executive will coordinate a cross-platform family office strategy to ensure that family offices can access Wells Fargo's products and services easily.