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Three advisors left the wirehouse to found an independent firm with help from Dynasty Financial Partners.

Plans with custom target date funds nearly doubled last year.

Though technical issues with Bank of New York Mellon's fund accounting system left an estimated 10% of U.S. ETFs and some mutual fund providers unable to accurately price their products for nearly a week, the bank's custody business is expected to remain intact.

Janet Yellen has the fixed-income market just where she wants it: ripe for the first increase in U.S. interest rates since 2006.

Municipal bond sales in the U.S. are set to increase in the next month while the amount of redemptions and maturing debt falls.

Market corrections provide an opportunity to rebalance into equities at lower prices and glean dividend income.

More states are passing rules to help employees who are not offered retirement plans by their employers; Plus, ways to help clients during a correction.

Clients’ health concerns may trigger a re-assessment of retirement plans and raise a wide array of emotional and financial questions

Advisors who highlight fee transparency gain an advantage.

When clients face financial responsibility for aging parents and children at the same time, they often lose focus on their own retirement needs.