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Employees at the wirehouse learned in a memo Thursday that Chris Wolfe was named CIO, among several other changes.

A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?

Woe to the client whose advisor fails to detect these common errors.

The firm's 2016 comp plans helps continue an emphasis on growing banking and lending businesses – a top strategic priority for the wirehouse, according to President Greg Fleming.

Advisors can help clients know the limits on gift-giving to avoid the tax implications. Plus, year-end tax saving moves, and seven ways to lower your client's taxable income.

Investors should move to protect their money rather than reach for higher returns next year as central bank efforts to stimulate the global economy set the stage for markets to ultimately fall.

A strong identity these days must include a robust and engaging digital presence.

The Wall Street Journal offered opposing opinions on the recent Social Security changes, and specifically whether the file-and-suspend claiming strategy constituted a loophole.

The wirehouse is increasing thresholds on grid ranges and tweaking some awards.

Jon Dauphiné, a former AARP executive, was named the foundation's executive director. He replaces Jim Peniston, who is retiring after 13 years of service.