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Mom-and-pop investors may sink $350 billion into debt funds globally this year, adding to the $3 trillion they've already poured into bonds since 2008.

The SEC is investigating whether the bank's Merrill Lynch unit broke rules designed to safeguard customer accounts, according to the Wall Street Journal.

Understanding generational differences plays a critical role in your ability to win new clients, from making initial contact to sealing the deal.

After several annual losses and FINRA fines, call center magnate John Sykes to sell JHS Capital to the country's second-largest IBD.

For clients who want retirement income with minimal equity risk, advisors should recognize the 'mortality credit' advantage that the pooled funds in an immediate annuity can offer.

The online certification program uses academic insights to help advisors identify common misguided decisions investors make.

Collectively, the new recruits from Wells Fargo, Morgan Stanley and A.G. Edwards managed a total of $600 million in assets before joining the firm.

A recent coaching seminar has me recalibrating my understanding of practice management. You may need to adjust yours, too.

The secret to building a profitable business is attracting, serving and retaining a set of high-value clients. Use these ideas to make that happen.

To illustrate where our BIC Top 50 advisors work and live, here are the top states based on the number of our ranked bank reps.