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

Guggenheim Investments is liquidating nine exchange traded funds to make room for other “products that have demonstrated the most marketplace demand.”

What makes you different from other advisors? Why should your ideal clients choose you over all the other advisors they have access to? And is that uniqueness something you developed as part of your marketing plan, or is it who you are?

Financial advisors know there’s a lot of competition in the marketplace today. And they know they need a unique value proposition to help market their services and attract new clients. But creating the right unique value proposition can be a challenge.

Morgan Stanley Wealth Management has snapped up a three-member team from Merrill Lynch with $1.3 million in production in the firm’s latest acquisition in its hunt for new advisory talent.

One month into their new relationship, Legg Mason Capital Management and ClearBridge Investments are merging two of its funds into one.

The regional firm expanded its presence in North Carolina with a new office and a $165 million team from Merrill Lynch.

Steven Prediletto of Merrill Lynch says he was first impressed by the financial advisory industry from observing his aunt, also an advisor, when he would spend his summers visiting New York while he was growing up in the 1980s.

As many as two-thirds of organizations are said to be ineffective or inefficient in some capacity. Sometimes the inefficiencies are brought on by laziness -- other times they are the result of a massive corporate scandal.

Few advisors could imagine running their business without email, but many probably wish they could run it with a little less email.