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First came the big airline mergers. Now two Dallas RIAs that focus on airline pilots have combined as well.

Our attention spans are growing shorter and competing with multiple devices – often simultaneously. So in order to express an idea that gets noticed and shared, you need to trim your critical points into sound bites.

We recently published a list of 20 books for every advisor's summer reading list, and received such a strong and positive response that we decided to expand it. Via Twitter, LinkedIn, emails, and phone calls, here are 20 additional books that financial advisors deem as imperative for their practices.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what independent advisors say about some of the most popular overseas retirement destinations among their clients.

State Street Corporation named Roger M. Stein chief analytics officer for State Street Global Exchange.

Bank of America Corp.’s traders fought off efforts by the firm in 2007 to include risky Alt-A mortgages in a securitization. That wasn’t enough to spare investors from being cheated, according to th

For the third year in a row, Financial Planning and the Foundation for Financial Planning jointly present the Pro Bono Awards to recognize both individual advisors and teams of planners who provide exceptional free planning help to those who could not afford it.

Citi named two senior managers from rival institutions directors and ultra-high-net-worth private bankers.

First came the big airline mergers. Now two Dallas RIAs that focus on airline pilots have combined as well.

The new appointments are part of a larger initiative by the bank to grow market share in local markets from Maine to Florida.