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Some of the most surprising results from the 2012 Tech Survey came from a deeper dive into smartphone use patterns of our readers.

In the first half of 2012, bank and thrift holding companies generated $59.4 billion in wealth management income, down 6.6% from the year before.

Upon completion of the addition of two West Coast advisories by the end of 2012, hybrid RIA Washington Wealth Management will reach over $1 billion in recruited assets under management, representing a 900% increase since December 2011.

The credit union cited CUSO’s technology platform and tools that allow members to manage their investment and insurance needs.

Assets managed by multiple family offices increased 68% between 2007 and 2011 to $777.3 billion, according to Cerulli Associates, a Boston-based global research firm.

With RIA balance sheets healthier, banks once again are taking an interest in RIAs, which are growing as much as 50% more rapidly than wirehouses.

BlackRock’s latest November 2012 ETP Landscape Report paints a rosy picture for exchange-traded products heading into the New Year.

A top White House official reiterated on Tuesday that President Obama is committed to the 28% cap on the value of tax exemptions for high income earners, which includes municipal bond interest.

Compass EMP Funds is moving its three multi-asset class funds to a new trust.

Bank of America Corp. Chief Executive Officer Brian T. Moynihan said the firm has plenty of capital and he’s confident it will pass the next U.S. stress tests.

Investors withdrew money last month from Vanguard Group Inc.’s emerging-markets exchange-traded fund, the industry’s largest, after the firm said it would replace the fund’s index.

The Jones’s are alive and well, and keeping up with them just got more expensive.

If the government decreases social security and other benefits as a way to avoid the cliff, middle class Americans could be hit the hardest.

Year-end plan reviews are the perfect time to demonstrate your value and address any concerns your plan sponsor clients may have, Bob Kaplan, ING U.S.’s National Retirement Consultant, told advisors during a webinar.

Huntington Bank has named Gregory Forbes as Senior Vice President for business development for Huntington Asset Services. Forbes will focus on expanding market share in servicing larger fund companies and institutional clients.

Cambiar Investors, LLC is giving investors early Christmas gifts this year.

The Litman Gregory Masters Smaller Companies Fund has made a roster change.

To foster the evolution of financial planning as a widely accepted and understood profession, NAPFA announced that, starting Jan. 1, it will only accept the CFP designation for anyone applying to become NAPFA-registered planners

IndexIQ has announced today that it plans to close the IQ Emerging Markets Mid Cap ETF.

BlackRock’s latest November 2012 ETP Landscape Report paints a rosy picture for exchange-traded products heading into the New Year.