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The voice is one of the most powerful – and unsung – tools advisors have to get their message across to clients.

Fidessa Group said it added foreign exchange trading to its buy-side workstation. The execution platform will provide advanced trading features for more than 1,300 currency pairs, the supplier of high-performance trading technology said.

Standard & Poor’s Capital IQ research unit said it has developed a method of forecasting negative and positive earnings surprises of a magnitude of 5% or larger.

It's been almost as longstanding a practice in the regulatory field as using the phrase "left to pursue other interests" when a company asks one of its top executives to leave.

Know what to pay attention to and what to ignore.

It took years for the great civil right activist’s final wishes to finally be honored, something that legacy expert attorneys Andy and Danielle Mayoras say could have been resolved much sooner had she done a better job – or had better advice and professional assistance – with her estate planning.

Most industry professionals who know their mobile apps say every firm should have one, especially those that claim to be serious about being accessible to their clients.

Service providers are always looking for ways to serve RIAs, including managing client assets, even if it means buying other firms to gain the expertise.

Web Exclusive: The woman who runs the nation's largest RIA firm, Maria Elena Lagomasino, doesn't have much faith in the non-fiduciary side of her industry. In fact, she says an unfortunate number of planners at large banks and brokerage houses run their businesses to benefit themselves as much – or more than – their clients.

Amidst the worried debate over whether the United States will tumble into recession this year, market watchers agree on one thing: volatility is here to stay and advisors and their clients will have to be on their toes.

Amidst the worried debate over whether the United States will tumble into recession this year, market watchers agree on one thing: volatility is here to stay.

He didn't want to lose and didn't want to do what was necessary to win.

Planners need to ensure that clients with self-directed IRAs are protected against a variety of scams.

David Strege's firm uses its unusual structure to help clients get more for less.

William Polk Carey, founder of investment management firm W.P. Carey & Co., died on Jan. 2 at age 81, the company announced.

The Internal Revenue Service has increased its audits of taxpayers at upper-income levels.

A new book, 'Practice Made (More) Perfect,' argues that workflow for advisor practices is more science than art.

Putnam Investments is laying off 78 employees, or 4.4% of its workforce. The layoffs, primarily in operations, follow a 3% decline in assets under management, from $121 billion in 2010, to $117 billion in 2011.

The Internal Revenue Service has increased its audits of taxpayers at upper-income levels.

Direct Edge said it received approval to launch a market maker program for its two national exchanges.