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Barnaby Grist, Cetera’s executive vice president of wealth management and a high-profile hire from Charles Schwab in 2010, is stepping down to care for his parents in England and his wife’s parents on the East Coast, says a spokeswoman for the broker-dealer network.

FUSE Research has picked up yet another British beau.

Dallas should be a dream market for independent advisors. But unlike the San Francisco, it has not been as hospitable to independent wealth management firms.

For the week ended March 20, investors steered an estimated $6.23 billion into taxable bond funds, more the three times the $1.97 billion they put into the funds a week earlier.

Brian T. Moynihan, who endured record losses and public thrashings while cleaning up Bank of America Corp.’s mortgage mess, said he wouldn’t mind being chief executive officer of the lender forever.

Two of Vanguard's international funds have switched indexes.

UBS still sees a “challenging environment” for its wealth management business as clients remain reluctant to invest on a large scale, Chairman Axel Weber said.

Hedge fund stalwart AQR Capital Management has added three "core equity" mutual funds to its growing mutual fund portfolio.

The Internal Revenue Service has released its annual list of tax scams, advising taxpayers to be aware of identity theft, phishing scams and several other red flags that can cause financial mayhem.

Aberdeen Asset Management has launched two new mutual funds: Aberdeen Latin American Equity Fund (ALEAX) and Aberdeen European Equity Fund (AEUAX) to satiate U.S. investors’ appetite for global exposure.

American Century Investments has named Joseph Schultz as Head of Intermediary Sales, responsible for the firm’s field and internal sales businesses, including wirehouses, regional and independent advisors, registered investment advisors, insurance company advisors and broker-dealer key account management.

For many advisors, social media compliance is confusing and scary. The good news, however, is that the regulators are hastening to provide significant clarification and guidance. But what does it all really mean?

Manulife Asset Management has expanded its equity capabilities today.

A new survey by InvestingNerd, an online personal investing site, has revealed some “alarming” facts about investors’ lack of knowledge concerning online brokerage accounts, stock trading and 401(k) fees.

Wilmington Trust and BlackRock Institutional Trust Company are joining hands for a new suite of retirement funds.

Franklin Templeton Investments has appointed Robert Richardson as senior vice president and North America spokesperson for the company's North America Advisory Services business, including the U.S. and Canada.

Wells Fargo weathered a cyberattack on Tuesday that left some of the company's customers unable to log in to their accounts.

Stocks go up, they go down. Never ends, as fund customers are all too well aware.

Here's what needs to be on your radar this week.

Waddell & Reed has hired five new advisors, adding about 1,000 new household clients to the firm.