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Guest Viewpoint: Is Provider Satisfaction Enough?

One advisor’s story of discovering a fundamental truth: Personality fit is crucial to achieve professional success

HomeTrust Bank faced a legal challenge from HomeTown Bank after it entered southwestern Virginia. The now-resolved dispute serves as a reminder that banks must be aware of branding challenges when they enter new markets.

A new generation of Wall Street bankers is about to get a raise, as firms open wallets to head off defections to investment funds and Silicon Valley.

Like a few other banks with similar initiatives, Wells Fargo is not counting on a financial return for its new accelerator program. Rather, it's looking for more intangible benefits.

Bank of America Corp. will pay $16.65 billion to end federal and state probes into mortgage bond sales, the harshest penalty yet related to loans that fueled the 2008 financial crisis, the Justice Department said.

While an advisor's job is to protect and hopefully grow his clients' assets, protection by use of liability insurance is another important component of retirement planning.

6 things to know about rebalancing; Get these things right in your planning; Creative ways to cut your 401(k) fees

Use investors’ habits and mental preconceptions to tailor financial plans that will work well for them individually.

Branch managers in Ferguson, Mo., are coping with modified hours and the presence of law enforcement and the Missouri National Guard. Bankers are dedicated to staying open in an area where branches are particularly important to customers.

The St. Petersburg, Fla.-based firm's independent broker/dealer has recruited veteran advisors James L. Switzer and Eric M. Cobb from Morgan Stanley.

The American College of Financial Services Board of Trustees named Robert R. Johnson, an author on wealth management and portfolio management topics, as the school's new president and CEO on Wednesday.

LPL's ability to service a cluster of firms attracts hybrid Financial Advocacy Network from the D.C. area.

The FPA’s new president-elect, Pamela Sandy, wants to help create a more diverse face of the advisory profession, raise the organization’s profile among lawmakers and build a culture at the organization to attract a new generation of planners.

A Raymond James advisor has left the firm to join U.S. Capital Advisors, a small regional wealth management firm experiencing rapid growth.

Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds.

Investors will remain reluctant to take on the personal risk inherent in establishing de novo community banks as long as new regulations remain unwieldy and returns stay low, according to Richard Magrann-Wells.

Writing options to increase cash flow might benefit clients who understand both the downside and upside risks.

Mutual-to-stock conversions are facing new hurdles, as evidenced by events at a pair of Massachusetts mutuals. Depositors at Beverly Bank recently rejected its proposed conversion, while Reading Co-op Bank changed its bylaws to make it more difficult to convert.

Collecting Social Security benefits on your ex-spouse's record; No need to worry about Social Security; How a mini-retirement can rejuvenate your career