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The advisors left UBS and Huntington Investment for the Wells Fargo Advisors Financial Network.

Julie Shafer joined the bank's Wealth Management Group as head of the planned Strategic Philanthropy and Purpose Investing offering.

The bond market is sending a warning to the Federal Reserve: a false step could leave the U.S. bogged down in a disinflationary quagmire well into the next decade.

It's not just conventional wisdom, upbeat advisors really can do better, research shows.

The three banking giants are reportedly planning to jointly build a data management company.

The advisor, who worked at U.S. Bank, claimed that he was fired in retaliation for complaining about a co-worker who he felt made unsuitable investments for the advisor's 94-year-old client.

Couples need to plan on how they will claim their Social Security retirement benefits if one of them is receiving disability benefits or has a public pension to avoid complications; Plus, what happens to Social Security benefits after a guardian dies.

Ways to cut your client's taxes on Social Security benefits. Plus, guidance for reducing a client's tax burden on highly appreciated land, and avoiding IRS penalties and double taxation when contributing too much to retirement accounts.

Access to information and data is important, but having visibility into the timing of key daily, monthly, and yearly deliverables is a greater benefit.

Deutsche Bank co-CEO John Cryan is considering the biggest overhaul of the lender’s management structure in more than a decade.