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Laddering is a good fixed-income strategy that will enable clients to earn higher yields and protect them from rate increases; Plus, how retirees can make money in the sharing economy.

Turbulence in financial markets gathered momentum amid intensifying concern over slowing global growth, pushing the Dow Jones Industrial Average into a correction and giving other stock gauges their worst losses since 2011.

The advisors left UBS and Huntington Investment for the Wells Fargo Advisors Financial Network.

Julie Shafer joined the bank's Wealth Management Group as head of the planned Strategic Philanthropy and Purpose Investing offering.

The bond market is sending a warning to the Federal Reserve: a false step could leave the U.S. bogged down in a disinflationary quagmire well into the next decade.

It's not just conventional wisdom, upbeat advisors really can do better, research shows.

The three banking giants are reportedly planning to jointly build a data management company.

The advisor, who worked at U.S. Bank, claimed that he was fired in retaliation for complaining about a co-worker who he felt made unsuitable investments for the advisor's 94-year-old client.

Couples need to plan on how they will claim their Social Security retirement benefits if one of them is receiving disability benefits or has a public pension to avoid complications; Plus, what happens to Social Security benefits after a guardian dies.

Ways to cut your client's taxes on Social Security benefits. Plus, guidance for reducing a client's tax burden on highly appreciated land, and avoiding IRS penalties and double taxation when contributing too much to retirement accounts.

Access to information and data is important, but having visibility into the timing of key daily, monthly, and yearly deliverables is a greater benefit.

Deutsche Bank co-CEO John Cryan is considering the biggest overhaul of the lender’s management structure in more than a decade.

When Bank of America shareholders gather next month to decide if Brian Moynihan can keep his chairman title, they won’t be the only ones about to weigh in on his career.

Deutsche Bank co-Chief Executive Officer John Cryan is considering the biggest overhaul of the lender’s management structure in more than a decade, according to a person with knowledge of the matter.

Depositors at mutuals in Ohio and Massachusetts have approved measures making it more difficult for their institutions to convert to stock ownership. Still, many industry observers believe the mutual industry is poised for more consolidation.

Some client gifts never lose their value. Event tickets, investment books and personalized items can actually help build stronger relationships.

There's no stopping the ETF industry's surge. Here's a rundown of the most important market statistics from the first half of the year.

The former Northern Trust duo had annual production of $2 million at the time they made the move.

The ETF industry is on a tear. Here's a rundown of the most important market statistics from the first half of the year.

The federal government is calling on comments for its proposal to allow Medicare to cover physicians' fees for discussing end-of-life issues with beneficiaries; Plus, how to transfer inherited IRAs.