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Building a successful fund requires a distinguishable brand, an effective marketing strategy, and a commitment to distribution support.

Bank of America’s Merrill Lynch has capped off the summer with a round of hires from Morgan Stanley and Wells Fargo.

BNY Mellon Wealth Management has rehired a former BNY Mellon veteran to oversee the business strategy for the wealth management business and spearhead the expansion of the sales force, the firm announced Tuesday.

Is your marketing material as effective as it could be? Here are some basic guidelines to help improve your message and practice brochure.

Given the prospect of a 30-year retirement and 3% inflation, even affluent clients may need to continue working past age 65.

Growth from both retail and institutional investors has been steady in what is now called ESG (environmental, social and governance) issues.

The bank’s new chief investment strategist is assessing the product platform and is looking to expand Webster’s investment offerings.

Blogging requires a commitment, but if approached the correct way, it should not be a burden. Here are a few tips that are currently helping solo advisor Dave Grant.

Sometimes it pays to build walls in the wealth management industry—as long as they keep competitors out and clients in.

A preview of the company’s new cloud-based CRM tool suggests a solid beginning.