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The former wirehouse advisors make their move to the bank channel with SunTrust Private Wealth Management.

The government's myRA plan isn't enough to fix the retirement system, says an economics professor; Plus, Social Security options for single seniors.

Here's what industry insiders and elite members of the Top 40 Under 40 say it takes to make it to the top.

On Wall Street unveils the biggest producers under age 40 at the super regional and regional broker-dealers.

As a generalist, advisor Jim Marquardt avoids cultivating a niche and reaps referrals in the process.

U.S. stocks slump to their lowest levels since mid-October, amid fears that a Chinese economic slowdown will dampen global growth.

Chicago-based NextCapital announced a $16 million funding deal in mid-December that includes support from Manulife and AllianceBernstein. It had already found investors in 2014 from Russell Investments and Transamerica Ventures Fund.

See which advisors topped this year's list of the biggest producers under age 40.

Munis produced a 5.8% risk-adjusted return in 2014, more than double the other investments. They also outperformed in 2011 and 2012 as yields -- which move in the opposite direction as price -- fell to the lowest since the 1960s.

Pressure to control costs and concern over anticipated regulatory changes are driving banks and credit unions to consider other advisor compensation options.

It’s not easy being one of the largest RIA firms in the nation. The leaders are doing everything it takes to lure the right talent, grow their practices and remain truly independent.

The executives decided to leverage their skills in their own areas of expertise.

The robo "threat" may work itself out, says one expert, but that could take a long time. Plus, it's not the only pressure bank advisors are facing. We'll offer more details on these demands in the days to come.

Scott Upham of Cribstone Capital has found a niche in helping families maintain shared real estate.

Planners need to understand some of the functions that might be included in a modern trust.

Creating a performance management process will help firms get the most from staff members.

Advisors can help clients and their survivors by helping plan out funeral services.

A study of 89 years of returns produces surprising insights about holding a portfolio for a very long time.

Advisors can help clients avoid overpaying on taxes by reversing Roth IRA conversions when portfolios fall.

RIAs forge ahead while fighting pressures to grow in ways that might threaten their independence.