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Merrill Lynch lured away two advisors from Barclays Capital, where they managed a combined $285 million in assets.

Registered investment advisors can present a major opportunity for asset managers to enhance their marketing and distribution strategies, but successfully penetrating this market also presents some challenges.

The new platform is an extension of PNC’s Wealth Insight platform, which the bank rolled out to high-net-worth clients in 2011 to wide acclaim.

To help rebuild the financial advisory industry's reputation and recruiting woes, Pershing's Mark Tibergien urges advisors to adopt a high school financial literacy program.

Proposed EPA carbon rules could reduce the longstanding attractiveness of power companies as dividend investments.

Community bankers often argue that customer service is the differentiator between their small institution and the national bank down the street. They hold up the promise of personal, one-on-one engagement with customers as the best weapon in their effort to triumph over big banks' convenient locations and high-tech tools.

Joan Khoury's position will be eliminated and most marketing functions and all training teams will transition to a new Client Experience and Training group headed by Mimi Bock.

Most boomers want more from their post-career years than cruises and golf, a Merrill Lynch survey finds. Advisors should take note as they help clients plan for life after their primary career.

There's a discrepancy between the technology clients expect and where "typical" advisory firms are, technology expert Joel Bruckenstein told advisors. “You’re moving too slowly and you have to be more aggressive.”

A central Florida county is building a toll road through swampland near Walt Disney World to speed the commutes of local workers, financing the project by selling low-rated debt to yield-hungry investors.