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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.

The heads of the biggest wealth management firms vary in their approaches to challenges, including recruitment and the use of robo advisors.

The fiduciary rule would significantly change how advisors are compensated and is part of a global trend to increase investor protection, researchers say.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

This year the Innovation in Customer Experience award went to ALPS Fund Services for technology-based improvements to sales intermediaries and other clients.