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‘Dare to be vulnerable,’ planner advises colleagues at FPA conference.

Beth Mooney cares more about her legacy than she does about being the first female CEO at a top 20 U.S.-based bank. One of her primary goals is to make sure KeyCorp always does right by its customers.

Sophisticated investors are grabbing for high-yield municipal debt whenever they can find it, creating demand for alternatives beyond the Puerto Rico, Detroit, and tobacco bonds that dominate the non-investment grade segment of the secondary market.

Most advisors agree that having a defined and effective communications plan is critical, but far fewer give themselves a top rating for having such a plan. Here are five steps advisors can take to improve their client communications.

Social Security's strict disability rules; How to invest when the world is in chaos; New singles majority is bad news for Social Security

Since taking over in 2010, Moynihan has been negotiator-in-chief. Now he faces an equally daunting challenge: nudging the nation’s second-largest bank back to growth.

New online advisory services are turning up the heat for advisors. Know how to arm yourself.

One of the three allegedly stole $11,134 from a bedridden customer who suffered from multiple sclerosis.

Alternative mutual funds are in the midst of a growth period with asset managers aggressively marketing the investment products to advisors. Here is a look at the top 10 alternative mutual fund launches in 2014 based on net assets, according to Morningstar.

Alternative mutual funds are in the midst of a growth period with asset managers aggressively marketing the investment products to advisors. Here is a look at the top 10 alternative mutual fund launches in 2014 based on net assets, according to Morningstar.