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Flexibility, the ability to customize one’s practice and the entrepreneurial nature of being an advisor make the financial planning profession a great career for women, according to participants of a roundtable discussion held by Guardian Life Insurance.

The liquidation of boomers' assets will be the biggest opportunity for advisors over the course of the next 20 years, according to Tiburon's Chip Roame. Advisors just need to get past the bad attitudes.

Natixis Global Asset Management has agreed to buy McDonnell Investment Management, an Oak Brook, Illinois-based investment advisor with some $13.5 billion in assets under management for institutions and individuals.

Janney’s 32nd hire in their private client group this year, George Keith will be complex manager in Darien, Conn.

The bank’s wealth management division had been going through its own changes already, and most observers believe it is on a good track.

In the latest move in the ETF pricing war, BlackRock unveiled a series of cost-cutting initiatives aimed, almost directly, at rival Vanguard, which last week enacted some price-saving moves of its own.

Forward has added a global healthcare team to its ranks and plans to offer a long/short equity strategy investing globally across all healthcare sectors and market capitalizations, in early 2013.

John Hancock has made its recently renamed "Retirement Choices At" series of target date funds available to retirement plan sponsors.

With an eye toward the future and likely also toward steering the Facebook generation toward its own website, Fidelity Investments launched a new app for Facebook, called FutureTimeline, which allows users to set long-term financial goals and track their savings toward shorter-term goals, like vacations or buying a new car.

The Social Security Administration announced a 1.7% cost-of-living adjustment for 2013. That adjustment will also cause an increase in the maximum amount of earnings subject to Social Security tax.

London-based Northill Capital has agreed to buy a majority interest in Riverbridge Partners, a Minneapolis-based specialist investment manager of small, mid and large cap US equity growth portfolios for institutional and high net worth investors.

Seven advisors have joined Baird’s wealth management group in Texas, Maryland and Nebraska in a late summer round of recruiting.

Wells Fargo & Co., the biggest U.S. home lender, is restructuring sales and trading operations to form a new markets division at its investment bank as the firm challenges more established Wall Street rivals.

The fast-growing PIMCO Total Return ETF (BOND) hit yet another milestone last week in crossing the $3 billion mark in assets, Morningstar reports.

Sheila Bair, former chairman of the FDIC, said Vikram Pandit's departure as CEO of Citigroup was a "very positive move and the board discharged its responsibilities and I think they should be commended."

Everyone has deeply personal emotions, ties, commitments to political parties, religions, lifestyles, sports teams, etc. that we all judge, right or wrong. Ned Van Riper says advisors have to be cautious about what they say (and display) so as not to offend a potential client.

MFS Investment Management has expanded its Defined Contribution Investments Only specialist sales team from seven to nine, with the addition of new positions in the Mid-West and Southeast.

U.S. Bank hired Joe Weidenbach as Chicago market leader for The Private Client Reserve, the bank’s high-net-worth wealth management business.

When Kevin Keller took helm of the CFP Board in 2007, the organization was facing a crisis of confidence among many planners throughout the industry. Five years later, he's led a resurgence. In a one-on-one interview, he discusses how far the organization has come, where it's going, and how it plans to further the professional stature of the financial-planning industry.

Nearly five years after relocating to Washington, the CFP Board has increased staff and certificants as the organization has actively engaged in the policy debates that will shape the regulatory landscape that impacts the regulatory industry. Check out a photo essay that looks under the hood of this vibrant organization.