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UBS Wealth Management Americas hired a two-member Bank of America Merrill Lynch team in its Akron, Ohio office. The team includes financial advisors Tom Ulrich and Nick Bryant. Together, they had $1.6 million in annual fees and commissions and $260 million in assets under management.

Inviting accountants, bankers and other influential people to bring their strategic partners to your events is the key to success.

The national director of wealth planning strategies for U.S. Trust, Bank of America Private Wealth Management discusses his 11 years in the securities business.

Cautious investors, looking to boost returns should consider sectors representing different economic cycles.

As 2011 hits the mid-year mark, the economic recovery seems to be hitting a wall. Unemployment ticked up, the Dow dipped, a Greek sovereign debt default is looking more likely and the president bid farewell to Austan Goolsbee, chairman of the White House Council of Economic Advisers.

A five-pronged approach for college savings plan success.

Regulator changes exam process to spend more time at branches.

Saving for retirement is just the tip of the iceberg for your clients. Planning for living a longer life is another thing altogether.

Did investors do a good job of picking funds during the financial crisis?

A portfolio may be large but if it doesn't match up with the client's values, it's not working.