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Four successful, multi-million dollar female financial advisors shared their stories of elusive clients at the Women Advisors Forum in Boston on Monday.

Firms aren't done with their acquisitions for the year yet, as evidenced by Schroder Investment Management North America's deal.

The Charles Schwab Corp. has closed its acquisition of ThomasPartners.

The Financial Services Institute is calling on the leaders of a Senate committee to pass a resolution expressing the "sense of the Congress" that the current tax system includes valuable incentives that encourage Americans to save for retirement and should be preserved.

As clients get into the holiday spirit, too many are not making smart decisions about the gifts they purchase. Many clients see gift-giving as a chore, and as a result, are hasty in making purchases. While this may be natural in a task-oriented society, clients should consider transforming their giving from just stuff – opened today, forgotten tomorrow – to gifts that benefit the recipients and themselves long after the tinsel and bows have been swept away.

In a round of fall hiring, the firm added eight advisors with a total of $6.4 million in production.

Morningstar today reported that stock mutual funds shed another $14.1 billion in November and are on pace to surpass 2008’s record outflow of $96.7 billion.

Arden Asset Management has expanded its offerings of customized hedge fund solutions.

As the global economies continue to become more diverse and interlinked, so do the needs of wealthy and worldly clients.

Putnam Investments has created a new, dedicated Defined Contribution Investment-Only website to further bolster its DCIO business.