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Using multiple accounts for a Roth IRA conversion gives clients a chance to separate winners and losers after the fact.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

Securities America picks up a team with $120 million in client assets while a Focus partner reels in a wealth manager with $150 AUM. Here's a roundup of some of the most recent moves among independent financial advisors. View the list in slideshow format [here.] Securities America Joint Venture Snags Advisor Pair …

Where Are Active ETFs Headed?

Raymond James is launching a new education campaign to arm the firm's advisors with tools and techniques based on research from MIT's AgeLab.

Federal Reserve stress tests evaluate banks' ability to withstand severely adverse scenarios like the Great Recession. But the next downturn may pose different problems, according to Tony Hughes of Moody's Analytics.

Ion Bank has been using interactive teller machines, which let customers conduct video chats with tellers, for more than a year. The technology has helped some of its branches stay open for business 27 hours longer per week without overspending.

As the firm pursues growth, Raymond James executives are striving to maintain its intimate feel and regional firm culture.

Raymond James Trust has nearly doubled its business in 3 years working closely with advisors in the employee advisory channel and independents.

In most bond indexes, the biggest debtors (either corporations or countries) have the largest weightings. But to some investors, that sounds a bit foolish.