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CPAs have long been sought after as centers of influence by members of the financial services profession. But, the role they play and how they are perceived and accessed by financial advisors is undergoing a dramatic shift.

Fidelity Investments has made its first big step in becoming a provider of actively managed ETFs.

After 10 years of helping to build up expectations at PNC, Bill Demchak will have to surpass them after he becomes CEO this spring.

Social media is great for marketing. For customer authentication, not so much.

JPMorgan Chase is facing another call from institutional investors to separate the roles of chairman and chief executive.

Valentine's Day may be the holiday of passions, but investors seemed mostly unstirred in a week of steady, but unremarkable mutual fund flows.

For the week ended Feb. 13, investors steered a meager $509 million into U.S. stock funds, 37% less than a week earlier.

Multi-family offices and wealth advisors are registering solid revenue growth, according to a new report from Chicago-based Family Office Exchange. But they also face “operational challenges” going forward.

The Thompson Investment Management family last week lost one of their own in the form of Donald Nichols, who passed away on February 15. Nichols had been a director at the firm since the firm’s founding in 1987.

The boutique wealth management firm extended its reach on the West coast with a new Seattle office.