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Since 1945, the S&P 500 has risen 77% of the time in the fourth quarter. What’s more, the average move was a gain of 3.8%.

Mosaic Family Wealth helps, athletes, executive and entrepreneurs live a life of significance.

Since 1945, the S&P 500 has risen 77% of the time in the fourth quarter. What’s more, the average move was a gain of 3.8%.

Some 55 million workers are expected to benefit from myRA, a free, no-risk retirement saving plan for workers whose employers offer no 401(k) or similar plans; Plus, why women have half the retirement savings of men.

Wells Fargo's elite brokerage unit picked an attorney as its new chief fiduciary officer.

Federal Reserve Chair Janet Yellen and New York Fed President William Dudley both said the central bank could boost interest rates as soon as next month, while Fed Vice Chairman Stanley Fischer voiced confidence that inflation isn’t too far below the central bank’s goal.

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

Already gaining in popularity among advisors, low-cost annuities could receive a further boost if the Department of Labor's fiduciary proposal goes into effect.

BlackRock has agreed to purchase an $87 billion money-market fund business from Bank of America as it builds scale in an industry grappling with new regulations.

Just as robos seek to bring lower-income, self-directed investors into the advisory realm, the administration is looking to extend the retirement safety net through no-fee, no-risk savings plan.

FINRA moved to banish the broker for failing to cooperate with an investigation into allegations that he borrowed thousands of dollars from a 70-year-old customer without Wells Fargo's prior approval.

Merrill Lynch picked up an advisor from rival Credit Suisse.

Gifting has long been a favorite strategy in estate planning to reduce taxes, but tax changes in recent years means it might be time to reconsider when it's best to use it.

The newly recruited Wells Fargo team will operate as Cohonesto Financial.

Advisors gasped when they heard that the proposal requires firms to have a website revealing information previously considered confidential.

To harness the full potential of new digital tools advisors have to train themselves in technology and avoid viewing it as just a bolt-on to their practice, says practice management expert Ray Sclafani.

Although millennials are less trusting of financial advisors than older investors, there are still ways for wealth management firms to court younger clients.

The benefits gained from technology should make the expense worth it.

The 10 largest retirement assets owned by white male CEOs amounted to $1.4 billion while those owned by female CEOs totaled only $277 million; Plus, the best places to retire abroad.

The firm's Americas wealth management unit is smaller, but better positioned to compete for wealthy clients after six years under President Bob McCann, industry insiders say.