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For advisors looking to break out of wirehouses, legacy firms or banks, going independent doesn’t necessarily mean they have to go it alone.

Managing Cybersecurity Risk: 3 Tips for Fund Providers

Morgan Stanley, the best-performing stock among the largest Wall Street banks since the end of 2012, will rise at a slower pace over the next year as the current price anticipates the firm reaching its profitability goal, said David Konrad, a Macquarie Group analyst.

If you agreed with all the academics, billionaires and politicians who denounced Federal Reserve monetary policy since the financial crisis, you missed $1 trillion of investment returns from buying and holding U.S. Treasuries.

Banc of California has announced extensive community reinvestment goals as part of its planned purchase of 20 Banco Popular branches in Southern California. The agreement, which appeased a community group that had opposed the sale, shows how much power such organizations wield when it comes to M&A.

Longevity is the X-factor in retirement planning; How working in retirement impacts Social Security; Live a little, your kids will make their own money

Happy birthday ERISA! The Employee Retirement Income Security Act of 1974 turns 40 this month. Here’s a look at 11 important milestones, modifications and case law in the legislation’s 40-year history.

With 10-year Treasuries paying only 2.37%, and CD's offering investors even less, finding income for older clients remains a challenge for advisors.

More banks are considering switching to a universal banker model, where selling products and services becomes more important. The transition requires patience, planning and training.

Credit Suisse Group added private banking to its operations in Toronto as the lender seeks to win business from Canada’s wealthiest individuals.