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The network of independent broker-dealers has introduced a platform that proactively rebalances client portfolios at all account sizes for lower prices.

Houston-based Salient Partners, a $17.4 billion asset management firm, has officially lifted the veil on its Salient Pure Trend Fund (SPTAX, SPTCX, SPTIX). Money Management Executive previously reported on the fund’s launch.

Kaminsky, who was the cable television network’s capital markets editor, will work with Morgan Stanley’s financial advisors on client development.

Assets held in 529 college savings plans increased 16.7% last year as the largest state plans continued to attract the bulk of assets.

Small business owners prefer a Tax Code with low rates and fewer deductions, according to a new survey by the National Federation of Independent Business, but their bottom line is whether their taxes rise or fall.

Charles Schwab & Co. is in the midst of a regulatory struggle with the Financial Industry Regulatory Authority that threatens to change how the firm and other retail brokers do business with its clients.

Charles Schwab & Co. is in the midst of a regulatory struggle with the Financial Industry Regulatory Authority that threatens to change how the firm and other retail brokers do business with its clients.

Average assets under management for financial advisors in North America hit a record $81 million last year, according to a new report.

Few bank executives could state a clear and comprehensive wealth strategy. And most had trouble identifying something about their wealth management efforts that was unique.

Banks need to keep their customers in mind as just one constituency when designing their compensation plans for advisors