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Cost control will sharpen further in 2013, given continued pressure from low interest rates and loan competition, U.S. Bancorp says. Other banks will face similar challenges.

Thomas Lee, the creator of the GIVE Strategy, explains how you can use the new tax deal to grow your practice.

Who wins when advisors leave wirehouses? Just about everyone.

UBS financial advisor Bryan Mountain, number 24 on the Top 40 Under 40 list, helps clients find a balance between finding retirement income and taking on the risks that can grow their portfolios.

A rise in schemes targeting advisors has prompted the SEC to seek new protections. But it’s not clear how far the proposed rules would go.

Fidelity Investments has closed off one of its funds to new investors.

An article on the topic Tuesday generated a lot of buzz on Twitter and resulted in an interesting discussion about best practices for financial advisors when communicating with wealthier clients.

Change is the name of the game in 2013. A new report from Aite Group looks at the major trends that could dominate the wealth management industry this year.

You’re a financial advisor, not a technology expert -- or at least you shouldn’t have to be. But you and your staff need to feel comfortable with the technology platforms that are vital to your practice.

EIG Global Energy Partners has reached a deal with the TCW Group whereby EIG will publicly support the buyout of TCW by the Carlye Group.