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The wealth management industry has weathered recent storms and is set to set to meet future challenges, says Morgan Stanley's Greg Fleming

Donor-advised funds allow clients to make a single contribution of assets, then dole out the proceeds to multiple charities.

Social media allows advisors to meet clients where they are -- online. But to engage with clients and prospects, advisors will need to do more than merely log in.

The new director fills the last of three critical positions in the build-out of the Waterbury, Conn.-based private bank.

FINRA is examining whether Wall Street firms overcharge investors on some bond trades and whether they unfairly allocate new corporate debt issues to reward certain clients.

Profits for the firm's wealth, brokerage and retirement division surged in the first quarter, up 41% year-over-year. And with $19 billion in cash on the firm's balance sheet, are acquisitions in store?

Jane Fraser, the new head of Citigroup's U.S. consumer and commercial unit, has promoted William Howle to run its U.S. retail bank.

The House Committee on Small Business held a hearing to discuss the biggest tax problems for small businesses.

Here are a few tips from an advisor and practice management expert to help boost your confidence and improve how you communicate your value proposition.

Washington Wealth Management has recruited two advisors from UBS and Wells Fargo, where they collectively managed approximately $150 million in assets.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

After a Tax Court decision, a major change in IRS guidance will affect clients with multiple retirement accounts. Here's what advisors need to know.

LinkedIn uses big data to increase profile visibility and enhance professional brands. Here's what advisors should know about this recently updated feature.

A new study, backed by the industry, says the DoL's new rules could leave millions of workers without retirement advice.

NAPFA has named a fee-only RIA who has served in the U.S. Navy to serve as its next national chair.

UBS was ordered to pay a former broker at least $5.3 million in damages and fees after he said that the bank misled him about the risks of securities issued by Lehman Brothers Holdings.

UBS is expanding its wealth management business in Asia and emerging markets by hiring client advisors, Juerg Zeltner, who heads the division globally excluding the U.S. and Canada, said in an interview.

Study finds short-term AUM and compensation growth, but long-term problems ahead for financial advisors.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

After announcing growth plans earlier in the year, Advisor Group has taken the next step: hiring a new executive vice president of recruiting and acquisition strategy.