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The new recruits have gone over to the independent side of Wells Fargo, opening practices s in two states.

Jim Weddle, head of Edward Jones, says his firm won't develop a robo advisor, but adds that competitive pressures are pushing the entire industry to up its digital game.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.

Retirees are better off having an immediate annuity than other kinds of annuities, which charge hefty fees and early withdrawal penalties; Plus, 12 common IRA mistakes to avoid.

As Cetera is shopped around by Lazard, the IBD’s advisors say they want to stay with the firm but will leave if they must.

Banks are working quietly behind the scenes to determine whether they should take the exemption that will allow them to charge commissions on retirement business.

Two new apps are trying to make finance more proactive. But that's a tall order for something perceived as a chore if not a portal into depression.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.

Wealthfront's CEO predicted automation will soon dominate financial advice; the head of Betterment had advice for regulators.

A new book by advisors for advisors sheds light on transition issues facing firm principals and their successors.