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As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

What’s changed over the past year in constructing the right portfolio for our clients? Absolutely nothing. Here are the keys to portfolio construction, this year and next.

Switzerland’s biggest bank hired Ros Stephenson from Barclays to be global chairman of corporate client solutions, reporting to Andrea Orcel, the investment bank's chief.

What’s changed over the past year in constructing the right portfolio for our clients? Absolutely nothing. Here are the keys to portfolio construction, this year and next.

A former wirehouse advisor team with $350 million in assets has left Wells Fargo to join RBC Wealth Management-U.S.

The U.S. government may have the ability to prevent the nation's community banks from going the way of the corner drug store. If legislators and federal agencies want to stop bank consolidation from diminishing the ranks of small lenders, they must relax the government's iron-clad grip over 6,046 community banks that today control less than 10% of the country's banking assets.

Bank of America Corp., the lender plagued by disputes over faulty home loans, said legal bills could exceed reserves by as much as $5 billion.

Fitch Ratings downgraded New Jersey's general obligation rating to A-plus from AA-minus on Thursday.

The advisor appealed FINRA's decision to suspend him for 90 days after the regulator extended the original 10-day suspension. Now, he's appealing his case to the SEC.

In the first quarter of 2014, the wealth management division of Bryn Mawr Trust generated $8.9 in revenue, up 6.7% year-over-year.

'The single most important driver of value by far is growth,' says Dan Seivert, CEO of Echelon Partners.

There are five main areas advisors can tackle now ahead of a potential SEC audit.

Vanguard researchers added up the benefit to clients of having smart financial advice. Here's how the numbers work out.

From the courthouse to the wirehouse, Racquel Oden has blazed her own path. Now she's helping new advisors find theirs in her new role as head of Merrill Lynch's training program.

In the bank channel, fee business is still the exception, not the rule. Likewise, working in teams is not the norm.

Merrill Lynch has scooped up two advisors with $3 billion in assets under management from rival wirehouse giants UBS and Deutsche Bank.

The value of advisory firms is now being driven by growth, cash flow and risks, says investment banker and consultant David DeVoe.

U.S. stocks fluctuated, after the Dow Jones Industrial Average rose to a record yesterday, as investors dissected corporate earnings and data showing an unexpected gain in jobless claims and higher consumer spending.

Pacific Investment Management Co.’s Bill Gross said asset markets from stocks to real estate are not overpriced because the Federal Reserve’s long-term policy rate will be half of what policy makers are forecasting.