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The firm hired more than a dozen recruits, mostly from wirehouses.

The wirehouse lost a veteran advisor who generated $1.5 million in annual revenue.

Global markets from stocks to oil are suffering their worst start to a year since at least 2009 when the financial crisis ended. For a small group of money managers, that's great news.

Voices: Big data is not data for data’s sake. But it is a tool to magnify value for clients — and a more efficient and effective way to work.

Money can be a huge bone of contention in romantic relationships. Here’s how advisors can help client couples manage financial discord.

Mutual funds lost nearly $8 billion in outflows for 2015, a 2% year-over-year decline. See which Morningstar category performed the best.

More seniors are opting to rent a home rather than own one, with the trend expected to continue in the foreseeable future; plus, are guaranteed retirement accounts the answer to the nation's looming retirement crisis?

Some of the best market segments last year were overlooked by investors, as clients often bought when they should have sold. Were your clients part of the herd?

Fund administrators will need to contend with technological change, increased client demands and new competition, according to a recent survey of management executives across the globe commissioned by FIS.

The S&P 500 has fallen 9% since the start of the year as investors have punished stocks over worries about interest rates at home and the economy in China.

A rough economy, regulation and evolving technology will keep forcing small banks to merge, said Richard Hunt, head of the Consumer Bankers Association. Hunt's position puts him at odds with bank advocates, including Camden Fine at the Independent Community Bankers of America, who believe small banks should ignore the drumbeat calling for more consolidation.

Regulator concern that funds could trigger the next financial crisis have been unfairly drawn from a subset of the market, BlackRock said in a study of bond-market liquidity.

The departure comes two months after Deutsche Bank agreed to sell its U.S. Private Client Services unit to Raymond James.

Attracting and retaining the best people is just one of the vital roles played by HR, says LPL’s Sallie Larsen.

You could tell clients to move to another state to avoid a $1.2M tax bill. Or you could suggest a domestic asset protection trust instead.

The brokerage firm adjusted its comp plan for advisors in its employee channel, reflecting similar measures taken by Merrill Lynch.

Maintaining a special fund for hefty health costs and getting a Medigap policy are just two options to trim costs; Plus, tips for small business owners looking to retire.

With interest rates near record lows, it may be a good time to refinance a mortgage. We asked advisors to tell us about the conversations they're having with clients.

Avoid jumping the gun for the latest and greatest in tech, particularly products pitched for fixing back-office operations.

The advisors left Credit Suisse, passing on an offer to join rival firm Wells Fargo.