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Former Federal Reserve Chairman Ben S. Bernanke is joining as a senior advisor, his second consulting agreement with a top money manager in as many weeks.

The firm has named Rebecca Gumley director of new business development with the firm's financial institution recruiting team.

Asking the right questions early on, especially when a client runs a business, can avoid headaches down the road, says James Bergeron of Nuveen Investments.

Former Federal Reserve Chairman Ben S. Bernanke's new senior adviser role at PIMCO is his second consulting agreement with a top money manager in as many weeks.

Truly effective managers help propel their advisors to higher levels of success—here’s how.

Clients often confuse risk with uncertainty -- and other insights from author Stephen Dubner.

Customers don’t see much of a difference in the financial firms they deal with—even those that are considered the best.

Lattice Strategies founder, Theodore Lucas, and Darek Wojnar, head of single-asset strategies at Lattice, discuss the separately-managed account provider's first ETF offerings and investment focus on risk.

We've restructured our planning sessions so that our advisors team up with a second CFP to deliver more robust advice. Here are three ways the approach pays off.

Many financial professionals are accepting the idea that they likely won't beat the market and that investors therefore would be better off in low-cost index funds.