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Are your clients prepared for the capital gain that many mutual funds are likely to pay out before year-end?

While traditional marketing is still necessary for financial planners who want to thrive and grow, content and credibility marketing with a digital twist are essential. Here are some ideas for advisors.

The end of the year is a busy time for closing bank acquisitions — at least buyers are hoping that is the case. With the average deal taking about 120 days to complete, there are plenty of banks anxiously awaiting a call from regulators.

The new approach enables workers to know their income at a specific age based on their plan's current balance; plus, mutual fund firms acting as 401(k) providers that favor their own funds and how your Social Security benefits measure up.

Supplying Chinese equity demand is not a simple process of deciding to launch an ETF product, providers say. There are a number of operational challenges that a firm must navigate to make the offering available, including managing a complex system of global exchange that involves precise timings and potential risks for clients.

Hedge funds are betting that the oil- price crash is close to ending. Speculators boosted their net-long position in West Texas Intermediate crude by 14% in the week ended Dec. 2, the most in 20 months, U.S. Commodity Futures Trading Commission data show. Short bets contracted by 15% as long wagers expanded 4%.

Where did the wealthiest people in the world -- those with at least $30 million in net assets -- go to school? Here's a ranking of the top universities by number of ultrawealthy alumni.

A new addition to Raymond James & Associates helps further the firm's growth plans.

Where did the wealthiest people in the world -- those with at least $30 million in net assets -- go to school? Here's a ranking of the top universities by number of ultrawealthy alumni.

Two Raymond James advisors joined Ameriprise; one went to the employee channel, the other moved to the firm's independent side.