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Banks should avoid large acquisitions “until the dust settles” from deals done during the financial crisis, U.S. Bancorp CEO Richard Davis said, citing costs that can come years later.

One-fourth of bankers surveyed by KPMG expect to become sellers in 2014 as challenges and regulatory scrutiny rise.

Blogger, equities analyst and CIO of Ritholtz Wealth Management, Barry Ritholtz responds to the 'counterintuitive claim that portfolio rebalancing doesn’t really work,' in a recent column by Paul Merriman at MarkeWatch.

The on-again, off-again nature of the federal tax provisions traditionally known as tax extenders is leading to uncertainty and unnecessary complexity, according to tax policy experts at the American Institute of CPAs.

The firm appointed a former executive of Capital One Bank to a new position leading the firm’s private and escrow bankers and coordinating the activities of mortgage banking officers in the field.

To solve problems and get fresh ideas, two minds -- or 5 to 6 for that matter -- are better than one. Here are a some study group best practices for advisors.

Senior financial services executives said the industry needed to move more quickly to promote diversity and inclusion throughout the organization.

Janet Yellen’s nomination to be chairman of the Federal Reserve won support from the Senate Banking Committee today in a 14-8 vote, moving her bid to be the Fed’s first female head to the Senate for confirmation.

Community groups are uniting to protest Regions Financial's short-term loan program, calling on the Birmingham, Ala., company to ditch its "Ready Advance" product.

Keith Morris, managing director of Conshohocken, Pa.-based Morris Capital Management Group,has left Wells Fargo to affiliate with Raymond James Financial Services.

Marital divorce is by definition an adversarial process, but from a financial standpoint it works out better for both parties if it’s also a cooperative one.

The Justice Department’s $13 billion mortgage securities settlement with JPMorgan Chase is a record and also a rarity -- Attorney General Eric Holder’s first big win against a bank at the heart of 2008’s financial crisis.

Dubai, which teetered on the brink of default in 2009, is cracking down on misconduct at its financial center to safeguard its position as a business hub.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

The Financial Services Institute, a trade group representing independent broker-dealers and advisors, has elected two new IBD execs to its 2014 board.

These advisors ranked 51 through 100 in our final analysis.Today we are showing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75. And next week, we’ll have 1-50.

If the funds in a taxable IRA are used to purchase an immediate annuity, what impact does that have on required minimum distributions? IRA expert Ed Slott answer this question and others.

Two Florida advisors have been charged with defrauding their clients, including many retirees, in an offshore fraud scam.

Why one firm scrapped its old minimum asset requirements and created a new client division.

During the first half of the year, bank insurance brokerage units generated $3.37 billion in fee income, down 13.2% from $3.89 billion a year earlier.