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It’s time to serve clients at every income level, the influential adviser says — in a big strategic departure from his firm's past emphasis on landing ever-wealthier prospects.

The executive will set the overall advisory strategy for both CUSO and sister firm Sorrento Pacific as well as RIAs that provide investment and insurance services to financial institutions.

While his views are not universally accepted, the question of whether you can successfully time smart beta is likely to get bigger as the ETFs proliferate.

The money manager is betting on a yuan-denominated note rally in the second half of 2017 and that foreign-investor interest could double in five years.

The fast-food executive withdrew amid controversy over his personal life.

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.

A seventh straight day of gains marks the S&P 500's longest run since 2013.

The broker was terminated after a series of unauthorized transactions involving the accounts of customers of both BBVA and its affiliate bank, FINRA claimed.

The recruit joined the bank’s private wealth management division after 14 years with the wirehouse.

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.

Finhabits is billed as the industry's first bilingual digital platform.

With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.

Reflecting industry concern with Department of Labor rule requirements, the firm dubbed the platform as a "One-Click Fiduciary."

Flow Traders made a profit every trading day last year as the company increased the value of its trades in both Europe and the U.S. by more than 10%.

The Feb. 2 launch comes just four months before MSCI says it will decide whether the country qualifies for its emerging-market index.

Brokerage chief Jim Weddle balks at offering automated advice as it would be "an alternative to working with our financial advisers."

Stocks added to records and Treasuries fell after the Fed chairwoman said growth may warrant higher interest rates.

The bank will add "targeted talent that will play more of an advisory rather than transaction-oriented role," says SunTrust's CFO.

Everyone knows the mantra buy low, sell high, but they do the exact opposite because they don’t know their own risk tolerance.

How a couple wrote off cat food and other breaks that boosted refunds. Plus, how charity counts toward an IRA withdrawal.