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Pioneer Investments has added two new hires to its U.S. institutional team.

For RIAs who want to ensure clients that their firm will endure to serve their children and grandchildren, a robust internal succession plan is critical. One way to do that is to eliminate outside ownership conflicts, argues the founder and CEO of one leading RIA firm.

The Evercore Wealth Management Macro Opportunity Fund, a diversified mutual fund offering, is closing after just a little more than a year on the circuit.

The firm has brought on three legacy A.G. Edwards advisors from Wells Fargo to open its 27th office.

The three additions in New Jersey include a veteran financial advisor duo from Merrill Lynch and another advisor from UBS.

Focus Financial has snapped up a big Seattle wealth management firm.

Yesterday, you carved out time on your calendar to network. Now, it’s time to pick up the phone and start dialing.

Envision Financial Systems, Inc., has improved its mutual fund subaccounting system for broker/dealers with a new update.

The Spectrem Affluent Investor Confidence Index gained some traction after a big decline in November.

Nancy Grady has joined Northern Trust as Head of Fund Administration and Fund Accounting-Americas, overseeing fund accounting, regulatory administration, financial reporting, tax and other services for registered and unregistered mutual fund products.