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Bank of America Merrill Lynch has refocused on growing fee-based and banking business and boosting client retention.

Beverly Hills Financial Planners, Informative Financial Services, and Ranker-Hanshaw Wealth Management are the newest firms to join Royal Alliance, which has nearly 2,000 affiliated independent financial advisors.

Guinness Atkinson Asset Management has re-launched its mutual funds website, streamlining the presentation of its investor resources such as each fund’s investment philosophy and approach, investment management team, portfolio details and fund literature.

US ETF assets totaled $1.3 trillion as of November 30, 2012 – up 24.2% year-to-date, according to State Street Global Advisors’ latest ETF Snapshot.

Al Falco will work with individual clients in the Hartford area and institutional asset managers for middle-market corporations and non-profits.

Armed with new executives and a new partnership with an RIA, the online wealth advisory and lead generation firm for advisors, is thinking expansion.

Here are five key things advisors should understand about the new mold-breaking Microsoft operating system.

Determined to keep its 48-year-old firm’s “small, hometown feel,” Investors Security of Suffolk, Va., has decided to drop its own broker-dealer and affiliate with Securities America.

Fidelity Investments, the firm that lost its position as the biggest U.S. funds provider after ignoring exchange-traded products for years, is seeking to open an actively run ETF lineup starting with a corporate bond fund.

Mutual funds may have tough times ahead, in remaining the investment of choice for a new generation of Americans. Their bread and butter: Older investors. Their weak spot: Investors under 35.