The crisis represents a call for advisors to offer the one thing most individual investors can't provide for themselves: an objective, experienced and unemotional perspective, unclouded by fear and based instead upon short- and long-term goals.

In the latest deal for Focus Financial Firm, Boston-based RIA expands footprint, sees more acquisitions ahead.

The Business Roundtable, a group whose executive committee includes JPMorgan Chase & Co. head Jamie Dimon, said 21% of surveyed chief executive officers think it’s unimportant to have a “one-stop shop” for their financial needs.

A pair of the country’s largest independent broker-dealers are the first firms to get the new recognition.

Change is coming faster than ever for the bank channel with disruptive technologies and social media altering the landscape in banking and elsewhere. Here are some ways to keep up and enhance your presence online.

The Swiss Bank is reviewing loans issued to clients in Puerto Rico. One brokerage customer said he was given credit to buy risky bond funds holding the island’s government debt.

Technology has made clients and prospects hungry for information, but are you doing everything you can to satisfy that hunger when a potential client finds your firm online? Here are three ways to enhance your digital brand.