Wealth management firms are expected to invest heavily in customer relationship management technology (CRM) over the next three years, according to a new report from Aite Group. The new technology would more efficiently store and manage vast...

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Worried that interest rates could rise for years to come, some investors have been dumping their bonds. But the extreme bears are probably overreacting. Under most scenarios, bonds will deliver modestly positive returns in coming years. What sort...

Rather than pushing change through as quickly as possible, get your employees involved and ask for their input. You'll have much greater success at making your changes work for you and your business.

Momentum players were once derided as the “greater fool” style of investing. But there is some proof that the strategy has a place in a portfolio.

Securities America is just the latest broker/dealer to face financial distress. With so many firms falling into financial or legal hot water lately, financial advisors need to be prepared for the worst. Here's a checklist for your Plan B.