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Barclays was so bent on lifting its private trading venue to the upper ranks of Wall Street dark pools that it lied to customers and masked the role of high- frequency traders, according to New York’s attorney general.

Five years later, Julius Baer's CEO makes his mark, turning Switzerland's third-largest wealth manager into a global business spanning Europe, Latin America, the Middle East and Asia.

Offering just one solution, even if you're an expert on that strategy, will limit your flexibility.

These combination or hybrid products package long-term care coverage with a life insurance policy or annuity-like product.

Selling a home in retirement; Frailty risk different from health care expenses; State of senior health, by state.

Most of the world’s economic growth will come from outside the U.S, yet most American investors are still under-diversified in international assets.

Markets are rising, job satisfaction is high -- but stress levels are increasing for financial advisors.

Advisors are using an array of sophisticated techniques to build engagement with existing HNW clients and garner interest from new ones. Here are 14 ways to win and retain ultra-wealthy clients.

Every year we run the numbers to see how the top 10 list would change if the B-D networks aggregated their revenue numbers. This year we added another twist, looking at how the rankings would be affected if the new RCS network had in fact been put together before the end of the year.

Joseph Ellison claimed that while he was promised that he'd work at JP Morgan, he wound up getting old Bear Stearns.