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Pimco Unconstrained Bond Fund, one of the firm’s most important offerings as clients turn away from traditional fixed-income products, overhauled its investments in the fourth quarter, when Bill Gross replaced Chris Dialynas as manager of the $25.6 billion fund.

Pimco Unconstrained Bond Fund, one of the firm’s most important offerings as clients turn away from traditional fixed-income products, overhauled its investments in the fourth quarter, when Bill Gross replaced Chris Dialynas as manager of the $25.6 billion fund.

Credit Suisse Group, which runs Asia's third-largest private bank, will step up lending to first-generation business owners as it seeks to build relationships with potential wealth-management clients.

Upstate New York banker John Buhrmaster discusses the regulatory challenges small banks face, his issues with big banks and why smaller banks need to take a serious look at charging more for the services they offer.

'The average deal was a $1 billion or more RIA buying a mid- or smaller-size firm, a classic tuck-in,' says Jonathan Beatty of Schwab Advisor Services.

Now that financial regulators have finalized rules on social media interaction, firms like ING are, slowly and cautiously, beginning to let advisors experiment with social networks.

Bank executives expect to boost revenue from their wealth management practices 25% or more in the next five years, with some anticipating a 35% contribution to total bank revenue.

There are a number of good sessions scheduled for the BISA conference this week. Here are a few that piqued our interest.

Bankers say intensifying competition from larger players is prompting more discussion about the need to gain scale — most likely through consolidation.

HNW clients face steep income and estate tax in some states, so a legal move to tax-friendlier territory can pay off.