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Pimco's biggest mutual fund trailed a majority of peers for the second straight year after missing a rally in longer-term bonds and betting incorrectly that inflation would rise.

The IRS will begin accepting tax returns electronically on January 20. Paper returns will begin processing at the same time.

The past year has taught retirement investors that stocks will produce yields despite volatility; Plus, the biggest risk investors are taking with their retirement nest eggs.

Planners say they are giving overseas markets a fresh look.

How clients can face higher taxes on gains paid by underperforming mutual funds, shrink their tax footprint and spend their tax refund wisely.

Independence has a growing value both to clients and to would-be acquirers. See how the top firms are standing their ground. Plus: Top 100 rankings and 50 fastest-growing firms.

This is a critical time for the industry, with demographic and technological shifts creating tectonic pressures. Here are a few trends all advisors should follow.

Bank wealth management has been on a tear, but pressures such as recruiting and robos threaten to the slow down the momentum. Here’s how banks are fighting back.

As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust.

Banks need more advisors and have the business to support a bigger headcount, but many are too busy chasing only the best producers, leaving them in a Catch-22 where they can’t staff up enough to see real growth.

Changes to the RIA Leaders rankings illustrate a hard truth about the industry.

BIC's Top 50 came out last month, as well as the Next 50. Combined, they highlight the top 100 advisors in the bank channel—meet number 101.

You'll get a stronger group effort if you emphasize common vision, diverse skills and open communication.

The richest people on Earth got richer in 2014, adding $92 billion to their collective fortune in the face of falling energy prices and geopolitical turmoil incited by Russian President Vladimir Putin.

Two changes will come into effect by July -- an alternative capstone course, and a broadened definition of experience requirements.

Commodities headed for the biggest annual loss since the global financial crisis in 2008, retreating for a record fourth year.

In an effort to groom their top talent, some of the industry's biggest financial firms are offering training on how to look and sound like a powerful executive. But how do you tell Ivy League MBAs they need to work on their image?

Cerulli predicts that market share gains in the RIA and dually registered channels will likely come at the expense of wirehouses and independent broker-dealers.

Morgan Stanley is in talks with the U.S. to resolve an investigation into the bank’s creation and sale of mortgage-backed bonds, the latest in a string of Wall Street cases tied to the 2008 financial crisis, a person familiar with the matter said.