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Each of these strategies has been used by one or more elite advisors to generate substantial increases in their performance.

It's a mortgage on top of a mortgage, and at least one lender is making these loans again through brokers.

"[W]e made a carefully thought-through decision to remain a private company and to retain our independence," said Eric Clarke, CEO of Orion Advisor Services, one of NorthStar's subsidiaries.

The bureau is raising concerns about the transparency and clarity of reverse mortgages based on more than a thousand complaints it received about the product.

Morgan Stanley lost an advisor producing $883,200 in annual revenue to Merrill Lynch.

Quarterly profits were down 15% year-over-year due to higher expenses at the firm's U.S. wealth management unit.

IMCA has partnered with MIT to offer an online education program as one of the steps needed for CIMA certification.

Microsoft sold $10.8 billion of debt in its biggest bond sale on record, taking advantage of investor demand for the highest-rated corporate securities.

Retirement savers lose up to 25% of their savings from "leakages," or pre-retirement withdrawals that erode the assets a client will have at retirement, according to a new report.

Janus Global Unconstrained Bond Fund attracted an estimated $85.6 million in net new money in January, the lowest amount since Pacific Investment Management’s former investment chief Bill Gross took over as manager in October.

Jerry Murphey recalls trying to apply tactical risk management solutions after the 2001 market shocks. "It was clear that financial markets would continue to move faster than investor expectations and financial advisors would need tactical risk management."

Here's what every advisor should be looking for on their clients' Form 1040s -- and what potential opportunities may exist as a result.

Here's what every advisor should be looking for on their clients' Form 1040s -- and what potential opportunities may exist as a result.

Support for fully exempting community banks from the Volcker Rule continues to grow, but advocates fear it could be waylaid by a larger fight in Congress over changes to the Dodd-Frank Act.

A former RBC team that managed $200 million in client assets has signed on with Raymond James' Los Angeles office.

John Carroll affiliates with hybrid RIA Independent Financial Partners and partners with retirement division Pensionmark.

No clarity on how regulators will decide to handle fiduciary standard proposed for broker-dealers, Schapiro said.

After your clients get their finances in order, which includes establishing an emergency fund account and maxing out their 401 (k) plans, then they can look to pay off their mortgage.

The mounting danger of data breaches and online crime threatens firms with financial disaster unless they become more cyber-resilient, says one cyber security and technology risk expert.

Ballentine Partners is a wealth management firm with roots in an unusual institution: a summer camp.