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On a day when many at the Citi financial confab told of their quest to deploy mounting capital in the United States, their host had a simple message: See you later.

Canadian banking companies are emerging from the global economic crisis stronger than many U.S. counterparts. While the U.S. operations of many of those companies continue to struggle, Royal Bank of Canada, Bank of Montreal and Toronto-Dominion Bank are seen as likely buyers of that banks fail here.

Senate Banking Committee Chairman Chris Dodd's decision to try to negotiate a bipartisan regulatory reform deal with Republican Sen. Bob Corker was a mistake.

Reserve Management submitted court documents Thursday denying that it, founder Bruce Bent or his son Bruce Bent II intentionally tried to mislead investors in the flagship $62 billion Reserve Primary Fund into believing the now-defunct fund that broke the buck was solvent. The defendants also requested a jury trial.

An upstart Washington, D.C., based online financial management firm has found a unique way to market to low and middle income individuals:

Long-term mutual funds took in $12.75 billion in the week ended March 3, marking the 51st straight week for inflows, which now total $500 billion, according to the Investment Company Institute.

As tax season gets into full swing, many investors are taking a closer look to determine whether a Roth IRA conversion is right for them.

After the stock market wiped away so many investors' wealth over the past two years, and amid disagreements among economists whether the recovery is sustainable, investors remain on sidelines—even though stocks are up 69% from their March 9, 2009 lows.

Assets held in domestic exchange-traded funds increased last month, but couldn’t quite keep pace with the Standard & Poor’s 500.

The company has already partnered with the city of San Francisco to offer wealth management services to its residents through direct mailings in their water and electric bills.

Bucking their overall skepticism or outright distrust of financial services companies, 90% of Americans trust the advice their financial planners have been giving them amid the financial turmoil of the past two years, according to the First Command Financial Behaviors Index.

The Securities and Exchange Commission said it would decide in 2011 if it would adopt international standards, but that adoption would not come before 2015.

Minerva takes over as chief operating officer at UBS and other executive changes in wealth management this week.

When going through a divorce, having just any financial advisor won't do. People need a planner who specializes in the subject and can help clients navigate the difficult emotional and financial terrain ahead.

As tax season gets into full swing many investors are taking a closer look to determine whether a Roth IRA conversion is right for them.

While financial advisers have been relying on internal wholesalers more heavily since the financial downturn, they are also finding those contacts not as accessible or responsive as they would like.

The top Republican tax-writer in the Senate yesterday warned colleagues that provisions in the House-passed jobs bill that offer high subsidy rates for Build America Bond-type programs would allow Wall Street banks to pocket more in underwriting fees.

Do Buyers Prefer Passive or Active?

Sales through direct channels represented more than 20% of the policies, about five percent of premium sold and 13% of the total face value in 2008, according to a new joint project conducted by LIMRA and LIDMA, the Life Insurance Direct Marketing Association.

But credit quality is stabilizing, boosting capital and profits