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Affiliated Advisors Group, which manages approximately $600 million in assets, will operate as an OSJ branch within Royal Alliance, part of the AIG Advisor Group network.

During the planning process for a digital platform strategy, Fidelity says its partners and brokers asked why it couldn't just go buy eMoney Advisor instead.

Pension funds are joining the currency markets to protect their offshore investments and gain from future price changes as the U.S. dollar continues to perform well; Plus, three reasons to use a Roth IRA to save for college.

John Lipari and Richard Ribek say they chose Raymond James' "client-first culture."

A paradigm shift in operational strategy and approaches to managing data is needed that can only be put in motion by leaders with the imagination to believe that we really can deliver data to investors in real-time.

Jonathan Pruzan is expected to replace Ruth Porat as CFO next month, five years after succeeding her at an investment banking unit that serves other banks.

While raising its forecasts for growth and inflation in Europe, Pimco expects long-dated yields to be further cut by the European Central Bank’s bond-buying program.

Banks are gravitating toward a new technology they think can help customers more easily open mobile accounts: allowing photographs from smartphones to help customers auto-fill portions of their application.

The trustees of the family claimed that the family matriarch received bad advice from the broker at the firm.

Lessons learned by Laura Banasiewicz when she helped care for her aging father, as well as her husband's parents, gave her a deeper appreciation for issues her clients face.