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President Obama has blasted the tactic as unpatriotic while the Treasury Department has announced steps aimed at limiting the tax benefits. But beyond the headlines and sound bites, how should advisors evaluate inversions when developing investment strategies for their clients?

Raymond James & Associates recruited a wirehouse advisor who generated over $1 million in revenue, managing more than $120 million in assets.

Morgan Stanley picked up five advisors managing more than $650 million in combined assets from its rivals, according to a spokesperson for the wirehouse.

With cybertheft rampant and regulators keeping watch, financial advisors must help secure their clients' data.

The Foundation for Financial Planning and Give an Hour discuss partnership to deliver planning interventions for service members and veterans.

Wunderlich Securities is growing, picking up Dominick & Dominick, a New York-based brokerage firm with a long history on Wall Street.

Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.

Financial advisors get trained in taxes, but many times it’s just a basic framework for how to structure investments. A CPA can bring a much deeper level of understanding to a client’s tax situation.

A Deutsche Bank AG executive, fired over allegations he sexually harassed female colleagues, said in a lawsuit that he was the one who suffered discrimination.

In five and a half years, London-based Source has become the fifth-largest ETF provider in Europe. It's now establishing a U.S. presence amid an intensely competitive market dominated by three fund giants: BlackRock's iShares, Vanguard and State Street Global Advisors.