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In the fourth quarter, the Birmingham, Ala.-based bank generated $48 million in investment management and trust fee income, down $2 million, or 4%, from the previous quarter. Revenue from investment services also fell, dropping 20% to $8 million.

Beirne Wealth Consulting, one of the nation's fastest growing fee-only RIA firms, has picked up a team of financial advisors from Morgan Stanley.

To avoid common traps like groupthink, firms' investment committees need to start by examining how they think.

International investors are the most upbeat about the global economy than at any time in almost five years, buoyed by the U.S.-led revival of industrial nations, according to the Bloomberg Global Poll.

Bob Doll's 10 predictions for 2014 have led to the creation of a new unit trust.

Jeff Altman and John Paulson, two of last year’s best-performing hedge-fund managers, are predicting that stocks will continue their rally in 2014 even as the bull market approaches its sixth year.

Getting the Most Out of Your Flagship

Fund Industry Gets Its Mojo Back

Ask mutual fund and ETF providers what the top trends of fund servicing will be in 2014. They'll point you to technology, compliance and distribution.

The Foundation for Financial Planning has named four new members to its board of trustees.