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Advisors now have extraordinary tax-advantaged estate plan possibilities for wealthy clients.

A top performer in the large growth category, Thornburg International Growth Fund is hard to pigeonhole.

What do your rivals think are the best picks for CRM, planning software, rebalancing, social media and more?

JPMorgan Chase’s reported attempt to get the FDIC to pay part of its settlement with the government is yet another chapter in a long-running dispute over the 2008 resolution of Washington Mutual.

"There aren't enough people going into the industry to replace those who retire," Scott Curtis, president of Raymond James Financial Services, told some 200 program managers and bank advisors at the event in Orlando.

"We're not maniacally focused on how many advisors we have affiliated with the firm," said Scott Curtis, president of Raymond James Financial Services. "Our focus is on asset growth and helping you to be more productive."

Banks and credit unions are paying advisors more for fee-based business, according to a new report from Kehrer Saltzman & Associates.

The mass-affluent are getting more serious about long-term financial objectives, although there is still a major gap between their retirement savings and retirement goals.

The CFA Institute, along with Maria Hartwig, an associate professor of psychology at the John Jay College of Criminal Justice in New York, are working on techniques to help financial professionals improve their ability to detect deception.

According to a report from consulting firm Booz & Co., more than half (51%) of the "rising mass-affluent" say they would consider using their primary bank for investing, compared with only 37% over the age of 50 who said they would.