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Jordan Curtis from Mountain America Credit Union focuses on inflation and Social Security for his largely blue-collar client base.

Tips for senior clients without children on how to begin planning for retirement; plus, how pre-retiree couples often miss the mark on gaging retirement savings.

JPMorgan sued six former executives who defected to rival Morgan Stanley, seeking a court order blocking them from enticing clients to follow.

Over the past six months, three trends have emerged that make going independent increasingly attractive to these billion-dollar teams.

Analysis: The advisor's role goes beyond getting clients to save more for retirement.

Advisors play a crucial role in keeping clients accountable to their retirement savings plans, according to experts at the Morningstar conference.

There are actions every advisor can take to ensure that they give their clients the best advice while minimizing errors as much as possible.

Prevent clients from paying more on capital gains for some ETFs. Plus, why clients should know and care about passive foreign investment companies, and planning for the transfer of a business.

Fraud against elderly clients has risen over the last five years and financial advisors have a critical role to play, according to an AICPA survey.

Analysis: Far too much professional courtesy from panelists at Morningstar helped perpetuate the fog around a subject that has crystal clear visibility.

Business development and investment management are the most difficult positions to fill, a new Schwab study found.

Investors are flocking to passive funds, but that doesn't mean advisors should ignore the active strategy--both are still relevant for clients.

Multi-alternatives are a relatively new fund category that can replicate a large variety of strategies without requiring the costly minimums and fees that usually come with alternatives.

"The industry is in a position of undeniable strength. I am confident that you'll be able to win," Schwab EVP Bernie Clark will advisors at the EXPLORE conference.

Pablo Sanchez will lead the bank's U.S. retail banking and wealth management business and have oversight responsibility for the same business in Canada. He joined HSBC from J.P. Morgan Chase.

Three industry veterans left the wirehouse space to join U.S. Capital Advisors, a small dually-registered broker-dealer and RIA.

A third of 1,000 online investors surveyed by E-Trade Financial would like to monitor their investments on wearable apps.

Access National's four-year-old wealth management subsidiary has grown rapidly and is poised to enter the black. The allure of fee revenues has drawn many community banks into this field amid weak loan growth and tight interest margins.

Bill Gross is no longer running the world’s biggest bond fund, but one thing hasn’t changed: his love for Mexico.

Antitrust officials at the Justice Department are investigating trading related to Treasuries, people familiar with the matter said earlier this month, without specifying what sorts of trades are drawing scrutiny.