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The firm’s new wealth management arm hopes Sayra will become the voice for women in the industry.

An S&P report finds investors who turn to actively managed mutual funds or ETFs for international exposure aren’t getting their money’s worth, but some experts disagree, pointing particularly to small-caps.

Barclays settles for $15 million after the SEC found its compliance system inadequate following its purchase of Lehman Brothers' wealth advisory business.

Schorsch makes big changes to the firm's executive team with a new CEO as well as the hiring of longtime LPL exec Bill Dwyer.

The gap between the pack and the stars is not as insurmountable as you might think—here’s how to make that jump.

A workshop on an approach that some say goes far beyond classic principles, gives international players a taste of the process.

Barclays hired Akshaya Bhargava as chief executive officer of its wealth and investment management business to replace Peter Horrell, who stepped down.

How to survive 4 major retirement hazards; Picking the 'right' hedge fund involves more than looking in the past; ETFs should be in your 401(k), says Morningstar

This is one of the most difficult conversations that planners have with clients, and yet it can be the key to success, experts say.

"Despite brave talk about 'I'll never put my kids through what happened to me with my parents,' 75% of people never have that cross-generational conversation," an elder care specialist told advisors at the FPA conference in Seattle, Wash.