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The first 725,000 Smith Barney customer accounts moved over to a fresh Morgan Stanley system over the President's Day Weekend. Algo-driven, personalized training of financial advisors and client support personnel is key to the move of records involving nearly $1 trillion in assets.

UHY Advisors, known as a tax and business consulting firm, is branching out into new territory with the hire of two estate planning specialists.

The Principal Financial Group has entered into a definitive agreement to buy a 60 percent stake in Claritas Investments, Ltd., a Sao Paulo-based mutual fund and asset management company with more than $1.8 billion in assets under management.

Insurers will need to rethink product offerings as policymakers are now looking beyond the once-vaunted 401(k).

Wedbush Securities has launched a trading platform provider that the firm says will dramatically speed up trades for fund managers and other institutional investors, as well as give them better control over their transaction costs.

The CBOE Futures Exchange reported that February 2012 was the second most-active trading month in its history with volume totaling 1,340,780 contracts.

Here’s an interactive slide show detailing the best investment ideas for this election year from seven financial advisors practicing throughout the country.

The Dow Jones Industrial Average gained 28 points to finish at 12,980.30 Thursday while tech stocks lifted the Nasdaq 22 points to end at 2,988.97.

The much-awaited opening of trading in Pacific Investment Management Co.’s Total Return ETF arrived this morning. By noon, 345,800 shares had been traded. Missing from the ringing of the bell at the New York Stock Exchange: the fund’s manager, Bill Gross.

Wedbush Securities has launched a trading platform provider that the firm says will dramatically speed up trades for fund managers and other institutional investors, as well as give them better control over their transaction costs.

For some Dow components (and their investors), February was a heartbreaker. Here’s an interactive slide show highlighting the 5 worst-performing Dow component stocks for February 2012.

Wells Fargo has promoted Dean Junkans to the role of chief investment officer of Wells Fargo Advisors and Wells Fargo Private Bank.

StanCorp Equities has appointed Jennifer Giampaolo as a pension consultant for its Orange County Retirement Plans Office, responsible for retirement plan sales in Orange, San Diego, San Bernardino and Riverside counties. She will also serve Arizona and New Mexico.

The Principal Financial Group has entered into a definitive agreement to buy a 60 percent stake in Claritas Investments, Ltd., a Sao Paulo-based mutual fund and asset management company with more than $1.8 billion in assets under management.

Another financial services firm has entered the fray over providing customer’s high functioning mobile access.

Independent broker-dealer Paulson Investment Company has agreed to transfer its retail operations to RIA and broker-dealer JHS Capital Advisors.

Goldman Sachs Asset Management yesterday unveiled two funds today: a managed futures fund and a short duration income fund. These launches follow the launch of a rising dividend growth fund on Monday.

Many small business owners are unprepared for retirement, with a third of the women and a quarter of the men in a new survey having no estimate of how much they will need when they retire.

The municipal market for the month of February continued its upswing in new issuance of long-term bonds from one year earlier.

Fidelity Investments has launched an initiative dubbed “Thinking Big,” for publicly promoting the research of its investment analysts and experts. The firm will launch the initiative in conjunction with its sponsorship of the 2012 TED conference, an annual event that brings together global thought leaders.