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Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.

Pimco’s high-yield municipal-bond mutual fund is jockeying for the top returns of 2015 after picking winners among pockets of distress.

Vineer Bhansali is leaving Pimco, where he was a managing director specializing in quantitative portfolios, to start his own investment firm.

Most forecasters at this time last year were anticipating a faster pace of Federal Reserve tightening to send yields higher. Instead, yields stayed low as inflation held in check.

Credit Suisse lost two advisors who oversaw more than $1.4 billion for J.P. Morgan Securities. Meanwhile, a Morgan Stanley team that managed $450 million in client assets went independent with HighTower. See these and other moves in our latest recruiting roundup.

Smart steps planners can take to build their business without hurting the bottom line.

A columnist is surprised by what he learns about his own practice when he hires a planner for his family’s finances.

Retirees who plan to go on a foreign trip in the early part of next year are advised to attend to their tax obligations before leaving; Plus, why more people in the U.S. and other industrialized nations are likely to retire poor.

Certain tax strategies can pay off in January. Advisors may want to have their clients jump on these as soon as 2016 starts.

To help smooth a transition to a paperless office, firm leaders should be ready to counteract common misperceptions and offer proactive strategies. Here’s how.

This type of software had the biggest influence on ROI, according to our tech survey.

The past year saw some of the biggest moves in recent memory, which may indicate the further dominance of larger teams in the industry, says recruiter Elizabeth McCourt.

It's hard to beat the crowd when you're a member of the herd.

Anthony Percora, a former SEC attorney, will develop all policies and procedures related to the firm's compliance program.

Issuers say green bonds are here to stay, and that efforts to increase transparency about the environmental benefits will pay off with a broader investor base and cheaper financing costs.

The call for nominations is now open for On Wall Street's 9th annual Branch Manager Awards.

A former wirehouse advisor has been building a new firm from the ground up.

"The run-of-the-mill robo isn't going to attract investments anymore," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Prosecutors say Galen Marsh called the stolen data "the world’s best cold-calling list."

The trends to watch next year in automated advice.