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A client advisory board is a powerful tool advisors can use to better understand their clients and receive feedback on how to be more attractive to their ideal client.

First Trust Advisors has launched the First Trust Short Duration High Income Fund.

Helping other businesses can help you, too.

The Financial Stability Oversight Council has extended the comment period for proposed recommendations for money market mutual fund reforms.

As a tool for advisors, Riskalyze is new to the scene. The original risk profiling product was meant for individual investors, but a professional version specifically for investment advisors was recently launched.

Morgan Stanley advisor Anthony C. Jones, who ranks at number 22 on the Top 40 Under 40 list, focuses on helping entrepreneur clients move away from concentrated stock portfolios.

Regulators and banks should develop a system allowing lenders to go bust without damaging the world economy to help restore public trust in the industry, JPMorgan Chase CEO Jamie Dimon said.

Regions Financial reported fourth-quarter earnings that beat analysts' estimates as its net interest margin, a gauge of lending profitability, widened.

Brett Meili recently joined U.S. Bancorp Fund Services as legal counsel to provide support for the organizations’ growing alternative investment products and services.

Jay Nolan has joined RiverNorth Capital Management, LLC as a portfolio specialist to act as a liaison between investors and portfolio managers.