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By some estimates, roughly 80% of typical small business owners net worth is tied up in their company. Yet, according to experts, most entrepreneurs have not taken the time to formally value their businesses.

KeyCorp will sell its investment management arm, Victory Capital Management and its broker dealer affiliate, Victory Capital Advisers, to a group led by Victory’s senior management.

The Internal Revenue Service said Wednesday that it has observed problems with the filings for education tax credits that could be delaying processing of tax returns.

CPAs have long been sought after as centers of influence by members of the financial services profession. But, the role they play and how they are perceived and accessed by financial advisors is undergoing a dramatic shift.

Fidelity Investments has made its first big step in becoming a provider of actively managed ETFs.

After 10 years of helping to build up expectations at PNC, Bill Demchak will have to surpass them after he becomes CEO this spring.

Social media is great for marketing. For customer authentication, not so much.

JPMorgan Chase is facing another call from institutional investors to separate the roles of chairman and chief executive.

Valentine's Day may be the holiday of passions, but investors seemed mostly unstirred in a week of steady, but unremarkable mutual fund flows.

For the week ended Feb. 13, investors steered a meager $509 million into U.S. stock funds, 37% less than a week earlier.

Multi-family offices and wealth advisors are registering solid revenue growth, according to a new report from Chicago-based Family Office Exchange. But they also face “operational challenges” going forward.

The Thompson Investment Management family last week lost one of their own in the form of Donald Nichols, who passed away on February 15. Nichols had been a director at the firm since the firm’s founding in 1987.

The boutique wealth management firm extended its reach on the West coast with a new Seattle office.

Fidelity Investments has made its first big step in becoming a provider of actively managed ETFs.

Guggenheim Investments is liquidating nine exchange traded funds to make room for other “products that have demonstrated the most marketplace demand.”

What makes you different from other advisors? Why should your ideal clients choose you over all the other advisors they have access to? And is that uniqueness something you developed as part of your marketing plan, or is it who you are?

Financial advisors know there’s a lot of competition in the marketplace today. And they know they need a unique value proposition to help market their services and attract new clients. But creating the right unique value proposition can be a challenge.

Morgan Stanley Wealth Management has snapped up a three-member team from Merrill Lynch with $1.3 million in production in the firm’s latest acquisition in its hunt for new advisory talent.

One month into their new relationship, Legg Mason Capital Management and ClearBridge Investments are merging two of its funds into one.

The regional firm expanded its presence in North Carolina with a new office and a $165 million team from Merrill Lynch.