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Insuritas, a leading provider of outsourced insurance agencies, said it has reached an agreement with BancorpSouth to provide agency-integration insurance capabilities for the bank-owned insurance agency.

Investors reaching or in retirement are more likely to stay in the stock market if they’re invested in financial products that provide guaranteed income, an online survey of 1,000 Americans shows.

The Association of Divorce Financial Planners on Friday awarded its annual Pioneering Award to Dan Caine and Wendell Smith, the founders of Family Law Software Inc., for developing tools that help advisors work with couples going through a separation.

As Bank of America Merrill Lynch continues to streamline its business, it has created a new global wealth and retirement solutions organization, said Andy Sieg, who heads the new unit, in an internal memo to employees on Friday.

The latest entrant into the wealth management arena comes not from Wall Street but from just outside Silicon Valley, and is taking dead aim at the Internet brokerage space for higher-end investors with a slick Web-based dashboard, holistic account monitoring and a stable of financial advisers to complement the technology with a human touch.

As UBS AG continues to grapple with the fallout of its rogue trading scandal, UBS Wealth Management Americas Chief Executive Robert McCann has moved to reassure the firm’s U.S.-based financial advisers that its wealth business is “stronger than ever.”

As UBS AG continues to grapple with the fallout of its rogue trading scandal, UBS Wealth Management Americas Chief Executive Robert McCann has moved to reassure the firm’s U.S.-based financial advisors that its wealth business is "stronger than ever."

The Securities and Exchange Commission charged the co-founder of institutional money manager AXA Rosenberg with securities fraud for concealing an error in the computer code that helped the company manage risk for its customers and itself.

The Conference Board Leading Economic Index rose 0.3% in August, following a 0.6% gain in July and a 0.3% increase in June.

Credit Suisse has launched the Credit Suisse Global Equity Market Neutral ETN, its fifth alternative exchange-traded note.