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Just as robos seek to bring lower-income, self-directed investors into the advisory realm, the administration is looking to extend the retirement safety net through no-fee, no-risk savings plan.

FINRA moved to banish the broker for failing to cooperate with an investigation into allegations that he borrowed thousands of dollars from a 70-year-old customer without Wells Fargo's prior approval.

Merrill Lynch picked up an advisor from rival Credit Suisse.

Gifting has long been a favorite strategy in estate planning to reduce taxes, but tax changes in recent years means it might be time to reconsider when it's best to use it.

The newly recruited Wells Fargo team will operate as Cohonesto Financial.

Advisors gasped when they heard that the proposal requires firms to have a website revealing information previously considered confidential.

To harness the full potential of new digital tools advisors have to train themselves in technology and avoid viewing it as just a bolt-on to their practice, says practice management expert Ray Sclafani.

Although millennials are less trusting of financial advisors than older investors, there are still ways for wealth management firms to court younger clients.

The benefits gained from technology should make the expense worth it.

The 10 largest retirement assets owned by white male CEOs amounted to $1.4 billion while those owned by female CEOs totaled only $277 million; Plus, the best places to retire abroad.