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Google, Amazon, Apple, PayPal and Intuit have joined forces to promote policies they say will foster greater innovation in financial services.

Brown Wealth Management Group, a former Wells Fargo-affiliated independent advisory firm, will focus on high-net-worth clients at LPL.

Federal regulatory council indicates that it is working toward a comprehensive review of the asset management industry as the SEC pushes separate rulemakings.

With the acquisition of City National Bank complete, RBC will begin beefing up its capabilities – but in a carefully planned roll-out, says John Taft, CEO of RBC Wealth Management-U.S.

James Warren, SEI's vice president and managing director of solutions strategy and development, received an honorable mention this year for the firm's Investor Fulfillment and Trade Order Solution.

CFO moves up amid growing focus on wealthy clients.

Investors pulled money out of U.S. ETFs that invest in emerging markets last week for the first time since early October, ending the longest winning streak for the ETFs since May.

Advisors can benefit only if they actually interact and then follow up.

Two advisors left the British bank's U.S. wealth management unit before the close of its pending sale to Stifel.

The baby boom generation and increased longevity is expected to drive philanthropic giving to $8 trillion over the next 20 years; Plus, how executives can minimize the retirement tax hit.