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The Money Tree Total Planning Suite has been totally rewritten for the cloud. But does it have the flair some planners are looking for?

Citigroup, the U.S. bank that cut unwanted assets 25% last year, should no longer be expected to offer clients unlimited financial services, Chief Executive Officer Michael Corbat said.

UBS has added a team of six former Morgan Stanley advisors to its office in Atlanta.

Social Security has major long-term issues to solve, but until then it's still a critical source of retirement income for clients.

Pimco's Bill Gross said the firm plans to appoint more investment deputies in the coming weeks after the departure of Mohamed El-Erian.

The firm is expanding its operations, pulling talent from RBC Wealth Management and Wells Fargo Advisors.

What should you be doing to ensure that your culture and management mentality perpetuate an attractive place for new hires to work and grow for years to come? Here are some tips to consider.

Fidelity Investments said Ronald P. O'Hanley, the firm's head of asset management since 2010, will leave at the end of February, without giving a reason.

For the last few years M&A has been marked by buyers' pursuit of loans, but as banks plot the near future, the focus is now on finding deposits to serve as dry powder for the next few years.

Writing an investment policy statement can increase client satisfaction, investment returns and facilitate an advisor's fiduciary duty.

Mohamed El-Erian, widely viewed as the successor to Pimco's Bill Gross, resigned after six years as the firm struggles to stem record redemptions from the world's largest bond fund.

Dynasty Financial Partners has hired Ronald Sallet as senior vice president of network development, making good on its promise to boost business development in 2014.

Mohamed El-Erian resigned as head of bond-fund manager Pimco and will be replaced by Douglas Hodge.

In the fourth quarter, the Birmingham, Ala.-based bank generated $48 million in investment management and trust fee income, down $2 million, or 4%, from the previous quarter. Revenue from investment services also fell, dropping 20% to $8 million.

Beirne Wealth Consulting, one of the nation's fastest growing fee-only RIA firms, has picked up a team of financial advisors from Morgan Stanley.

To avoid common traps like groupthink, firms' investment committees need to start by examining how they think.

International investors are the most upbeat about the global economy than at any time in almost five years, buoyed by the U.S.-led revival of industrial nations, according to the Bloomberg Global Poll.

Jeff Altman and John Paulson, two of last year’s best-performing hedge-fund managers, are predicting that stocks will continue their rally in 2014 even as the bull market approaches its sixth year.

The Foundation for Financial Planning has named four new members to its board of trustees.

M&T's sidelined purchase of Hudson City has become cautionary tale in a new regulatory environment for acquisitions.