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Donor-advised funds allow clients to make a single contribution of assets, then dole out the proceeds to multiple charities.

Social media allows advisors to meet clients where they are -- online. But to engage with clients and prospects, advisors will need to do more than merely log in.

The new director fills the last of three critical positions in the build-out of the Waterbury, Conn.-based private bank.

FINRA is examining whether Wall Street firms overcharge investors on some bond trades and whether they unfairly allocate new corporate debt issues to reward certain clients.

Profits for the firm's wealth, brokerage and retirement division surged in the first quarter, up 41% year-over-year. And with $19 billion in cash on the firm's balance sheet, are acquisitions in store?

Mexico is luring a rising amount of exchange-traded fund flows, signaling President Enrique Pena Nieto’s energy-industry overhaul is helping differentiate the Latin American nation from its biggest regional peer.

Ken Griffin's Citadel LLC returned more than 300% in a fund started as a high-frequency strategy in late 2007, according to two people familiar with the Chicago-based money manager.

Fidelity Studies New U.S. Stock Venue With Other Investors

Jane Fraser, the new head of Citigroup's U.S. consumer and commercial unit, has promoted William Howle to run its U.S. retail bank.

The House Committee on Small Business held a hearing to discuss the biggest tax problems for small businesses.