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The recruit had $1 million in annual production before leaving the wirehouse.

Cedar Capital CEO Paul Ingersoll says he is confident in his firm's decision to acquire F-Squared's remaining assets, despite its past problems with the SEC.

Net issuance of U.S. notes and bonds will tumble 26% next year, according to estimates by primary dealers that are obligated to bid at Treasury debt auctions.

These savvy strategies could enrich your clients’ lives, according to Jonathan Clements.

There are “clash points” when speaking to clients of every generation. Avoid these to create a profitable and useful relationship.

Dump, delay, delegate and do: It could work for you.

We'll unveil our annual Top 50 bank advisors starting tomorrow. In the meantime, we wanted to highlight our number-one advisors from the past five years.

Considering a tactical adjustment for your client portfolios to benefit from the holiday season? Here's how each of the 10 sectors in the S&P 500 performed in Q4, on average, since 1990.

Transition to retirement means that clients need to shift from being a saver to a spender, and this could pose certain challenges; Plus, how indexed annuities could be subject to additional regulations under Department of Labor's proposed fiduciary rule.

How military experience helped a former commanding officer of the Army’s Presidential Honor Guard transition to wealth management.