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Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

The wirehouse is developing an automated investment prototype for Merrill Edge, its discount brokerage for accounts under $250,000.

The deal should be a signal to robo platforms they need to pair their technology with traditional advisors to remain competitive, analysts say.

With labor-market slack continuing to shrink, October's pop in wages may prove more than just a one-month blip. All of this is key evidence for those Fed officials who'd like to start raising interest rates as soon as next month.

Stifel expects just 95 to 105 Barclays advisors will stay on, compared to 180 when the deal was announced in June, the firm said.

Hiring junior people can help free up more time for senior advisors to work with top clients.

This is the primary opportunity to understand their objectives, motivations and expectations.

Firms that rely on a few individuals or just one person should look at ‘key person’ insurance.

What client should consider when using charitable donations as a year-end tax-saving strategy. Plus, how to cut clients' tax bills when they sell securities.

Retirees who want to boost their current income stream and expect to have a long life span are better off with an immediate annuity than other annuity types; Plus, five myths about IRAs.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

A new recruit generating about $1 million in annual revenues made the move from UBS, the firm said.

Federal Reserve Chair Janet Yellen faced tough questions from lawmakers on Wednesday covering a range of issues, including small bank burden, executive compensation, and living wills at a hearing focused solely on banking regulation.

Treasury Secretary Jacob Lew announced that the administration's "myRA" retirement plan will be available nationwide, with an expanded menu of funding options.

A team that oversees $750 million in client assets made the move from Morgan Stanley to UBS, the firm said.

Single country ETFs tracking emerging markets countries have actually seen $7 billion of inflows.

Recruiter Mindy Diamond says the historic accord forged a bond of trust between advisors and their firms that the industry cannot afford to lose.

An advisor managing $195 million in client assets left Wells Fargo Advisors for Raymond James & Associates.