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Financial advisors underestimate their clients’ interests in philanthropy, and consequently miss out on opportunities to tap into those passions and expand those relationships.

UBS Wealth Management Americas posted a record profit in the first quarter as it recorded its strongest net new money inflows and cut expenses.

Henderson Global Investors has added a new fund to its repertoire utilizing the credit portfolio team it lifted out from Delaware Investments in February.

UBS AG reported first-quarter earnings that beat analyst estimates on higher revenues at the investment bank and in wealth management.

Now that the S&P 500 is back in the news for hitting a new high, investors appear to be ready to start putting money back into stocks again. Still, Gary Stroik wonders if the timing of this new-found enthusiasm isn’t a bit instructive.

Madorie O’Hara, a former Citi Private Bank portfolio manager, will manage investment portfolios for Webster’s private banking clients. She will be based in Stamford, Conn.

Vanguard said Monday that it cut the expense ratios on several of its bond mutual funds and ETFs in April. These include three of its popular bond ETFs: the Long-Term Bond Index Fund (BLV), the Intermediate-Term Bond Index Fund (BIV) and the Short Term Bond Index Fund (BSV). Each fund saw its price tag change from 11 bps to 10 bps.

The Securities and Exchange Commission's new leader, Mary Jo White, will bring her years of experience as a federal litigator before the fund industry this week as its members try to judge whether she will propose reforms that could cripple the marketplace.

The wealth management industry is poised to become more concentrated and consolidated, or is it?

With tax season having passed, muni industry watchers anticipate the outflows to fade soon and interest beyond the front end of the yield curve to rise.