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U.S equity fund assets are near record levels, but in a reversal of last year’s trend, investors are putting more money into bond funds than U.S. stock funds.

As part of its FP50 special report, Financial Planning tracks the breakdown between fee and commission revenue. Here are the IBDs with the highest percentage of fee revenue.

The deal creates a new powerhouse wealth management firm, consolidating approximately $9 billion in assets from both Banyan and Boston Private Bank & Trust.

The Asset Management Group generated $362 million in second-quarter revenue, up 6% year-over-year, the bank announced Wednesday.

What banks are advisors moving to? Fifteen recently switched to BNY Mellon, U.S. Bank and Webster Private Bank. Two joined from a wirehouse.

Baird and McAdams Wright Ragen will combine offices in Portland, Ore., following Baird's recent acquisition of the Seattle-based broker-dealer.

Despite record revenues from wealth management, Bank of America reported that profits slid 43% due to $4 billion in litigation expenses.

A Morgan Stanley team that managed over $650 million has gone independent using a new consultant.

The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements.

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.

Democratic and Republican lawmakers are cooperating on legislation that would lift some of the secrecy around the U.S. council that decides which companies pose the biggest risks to the financial system.

Raoul Weil, a former top UBS AG banker facing trial in Florida on charges of helping Americans evade taxes, asked a judge to allow defense witnesses outside the country to testify by video because they fear retaliation if they come to the U.S.

American International Group will get at least $650 million in a settlement with Bank of America as the second-biggest U.S. bank seeks to end liability for faulty mortgages.

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.

What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.

Executives chalk up growth to surging equity markets, a stable tax climate and the growing popularity of donor-advised funds.

Benjamin F. Edwards grabbed nearly a dozen advisors and opened offices in three states.

Banks that want to stay ahead of the digital curve should consider hub-and-spoke branch models, products that blend digital and physical services and innovation labs that allow creative thinkers to experiment - and even to fail.

The top three players – Blackrock, State Street and Vanguard – currently dominate U.S. ETF market share, holding more than 80% of total assets as of mid-2014, a percentage that has remained relatively unchanged since 2012.