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With the following funds up more than 25% in three months clients may be eager to get in, but advisors won't be so easily swayed.

With the following funds up more than 25% in three months, clients may be eager to get in. But advisors won't be so easily swayed.

While some retirees work even after they are financially secure, a full 46% would have retired four years early if they could have afforded it; Plus, cookie cutter solutions won't do.

The challenge for traditional firms like Wells Fargo Advisors, says its new digital head, is taking the reputation it has built through one-on-one client relationships over years and translating that for a digital age.

But net income drops at Merrill Lynch and U.S. Trust, according to first quarter earnings.

Bond ETFs have attracted $35.7 billion this year worldwide, on track to exceed the record $84.9 billion placed last year.

How these leaders forge stronger relationships with advisors.

U.S. asset-management executives met with international regulators to make the case that their firms don’t pose a risk to global financial stability.

The giant IBD is focused on recruiting more than acquisitions, says new president Dan Arnold.

Wealth management and securities services earned $59 million in first-quarter profits, up 13.5% year-over-year. Revenue rose 6.9%.