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It took four years of dreaming, and nine months of late nights and hard planning, but now it’s real. Dave Grant is running his own RIA and he's taking us along for the journey.

Advisors are expected to up the exchange traded fund allocations in their clients’ portfolios in 2013, according to Cerulli's Exchange Traded Fund Markets 2013 report.

Vanguard today reports that expense ratios have dropped for several of its mutual funds and the Dividend Appreciation ETF.

As new issuance of municipal bonds has been muted and interest rate risk remains low, the fees that bankers are paid to underwrite deals has been steadily declining.

The threat of cyberattack is an increasingly hot topic in Washington, but political interest alone appears unlikely to provide enough momentum to get cybersecurity legislation supported by banks passed this year.

Vanguard has swapped indexes for a $15.7 billion fund. The Vanguard Tax-Managed International Fund traded the MSCI EAFE Index for the FTSE Developed ex North America Index, effective today.

The secrets proxy statements can tell you.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

Advisors have heard the message loud and clear: Mobile matters. But for all but the most technology savvy advisors, coming up with a mobile app for clients is no easy matter. Here's what you need to know before launching that essential app.

In college, Jeff Dobyns spent four hot, humid summers selling books door-to-door in the rural southeast for Southwestern Co. After graduating, he and his colleagues dove into the financial services sector—a career with air conditioning.