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Advisors can help identify those organizations that will be most satisfying to support and may strengthen their relationships with clients in the process.

BlackRock Inc. and Precidian Investments pulled applications for a new type of exchange- traded fund that wouldn’t disclose holdings daily, after regulators said they planned to reject them.

The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry.

Advisors can help identify those organizations that will be most satisfying to support and may strengthen their relationships with clients in the process.

Fund sponsors must approach robo advisors like that of a home office at a traditional broker/dealer intermediary, ensuring the marketing and sales approach is tuned to how the product will enhance robo advisor model portfolios.

When helping clients plan their charitable giving, there are two topics advisors need to cover in-depth in their first conversations.

If you want to find the next generation of talented advisors, you may need to know which schools are educating them. The CFP Board certifies 372 educational programs, from certificates to Ph.Ds. See the 35 standout colleges, universities and other educational programs that made our list.

Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.

Stocks that have suddenly become predominant in a client's portfolio are prime candidates for a charitable donation.

When helping clients plan their charitable giving, there are two topics advisors need to cover in-depth in their first conversations.

Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.

Stocks that have suddenly become predominant in a client's portfolio are prime candidates for a charitable donation.

The Chartered Advisor in Philanthropy certification is designed for individuals in a range of fields. Advisors say the designation has helped elevate their conversations with wealthy and philanthropically-minded clients.

Legg Mason attracted $5.1 billion into its bond funds in October, the most in more than seven years, after the departure of Bill Gross from Pimco prompted investors to reallocate billions of dollars.

Many non-EU fund managers still view the impacts of the Alternative Investment Fund Managers Directive on their business with suspicion.

The Chartered Advisor in Philanthropy certification is designed for individuals in a range of fields. Advisors say the designation has helped elevate their conversations with wealthy and philanthropically-minded clients.

Janus Capital Group saw more than $1 billion of estimated net deposits into two bond mutual funds in October after hiring star bond manager Bill Gross.

The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.

Changes in the industry confront asset managers on several fronts. Michael Rawson, an analyst covering passive strategies on Morningstar's manager research team, shares his expectations on the outcomes these industry shifts will bring.

While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.