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Morgan Keegan’s brokerage force has stayed in wait-and-see mode as parent firm Regions Financial looks to sell that business, but that could all change if uncertainty about the firm’s future persists or if a new deal presents unfavorable terms, experts say.

Retail sales are likely to rise this holiday season over last year — and that could mean a boost for some retail-oriented mutual funds.

Union Bank has promoted bank veteran Terry Negendank to regional managing director of The Private Bank. He will oversee The Private Bank's wealth management endeavors across Northern California, including San Francisco, the East Bay, Marin, Sonoma and Sacramento.

Financial planners who work with households with $1 million in investable assets say the rule makes sense.

The merger of NYSE Euronext and Deutsche Boerse has been cleared on the New York side of the Atlantic Ocean.

Every new year, many financial planners prompt clients to revisit and update their estate plans and wills. In so doing, they should begin teaching clients about a new – but critical – area of estate planning: attending to their digital legacies.

The merger of NYSE Euronext and Deutsche Boerse has been cleared on the New York side of the Atlantic Ocean.

Investors were encouraged Thursday by a surprising drop in weekly jobless claims – down to their lowest level in three and half years – and economic data showing rising consumer confidence as the Dow Jones Industrial average rallied up 62 points to finish at 12,169.65.

This week, IRA expert Ed Slott fields questions from investors about transferring IRAs to beneficiaries, converting traditional IRAs to Roth IRAs and required minimum distributions from inherited accounts.

Financial advisors will remember 2011 as “The Year of Volatility” or “The Year of Uncertainty,” according to a survey of 200 financial advisors polled this month by the SEI Advisor Network, an asset management and back-office administration service provider to financial advisors.