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One of the most common questions people ask is: How do I differentiate myself? Here are twelve steps to help you stand out from the competition.

The typical credit union would have to increase the number of advisors it deploys by 39% to get to the same deposit coverage as community banks.

But beware, moves made in a portfolio should always take into consideration the client’s risk tolerance and long-term goals.

The firm netted a $668 million profit as executives said it is beginning to see the benefits from its purchase of the final stake in Smith Barney from Citigroup.

Commentary: San Jose Mayor Chuck Reed's campaign to amend his state’s constitution may spur movements to loosen pension protections in other states.

A judge’s ruling found the city of San Bernardino eligible to remain in Chapter 9 bankruptcy.

Our IRA expert answers questions on using severance pay as an after-tax contribution to a 401(k), non-cash required minimum distributions and after-tax 401(k) rollovers.

The SEC was handed a high-profile loss in a low-stakes case. A federal jury in Dallas yesterday rejected SEC claims that Cuban engaged in insider trading when he sold his stake in a Canadian Internet company nine years ago to avoid a $750,000 loss.

Large firms are targeting smaller “lifestyle” advisors who want to remain independent but need resources, guidance and business support from the “substantial ecosystem of solutions” that are now available.

The owner of the world’s biggest brokerage set aside a smaller share of revenue to pay employees at its investment-banking and trading division in the first nine months of the year.

An institute executive told Congress it should consolidate and simplify the types of tax-favored retirement plans now available to small business owners to minimize the cost and administrative burden imposed by the plans.

Commentary-The-Bigger-Picture

What's in Store for ETFs?

S&P 500 Poised for Record Close on Fed Bets After Debt Deal

Fidelity Appoints Pam Holding CIO for Institutional Unit Pyramis

Rolling redemptions offer reinvestment opportunities in longer-term, presumably higher-yielding bonds.

Fraud against the elderly is expected to rise as the nation's baby boomers near retirement. Bankers and regulators are keen on trying to get ahead of the issue.

FINRA set guidelines for the first time for how banks in the U.S. should perform due diligence on brokers who sell their structured notes.

The firm has added a Florida-based team with over $1 billion in client assets to its independent channel.

Mariner Wealth has jumped into the burgeoning space recently abandoned by LPL’s NestWise.