Investors plan to boost their allocations to ETFs, and they want advisors to help them.

One way to prepare for rate rises—without sacrificing much long-term performance—is to consider solid short-term bond funds that pay relatively rich yields.

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“The thing that’s really dead is the conventional wirehouse packaged product.”

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Morgan Stanley’s managing director of wealth management, Doug Ketterer, 48, on the benefits of having an investment shop in your DNA, the myth of the breakaway broker and training the next generation of advisors.

Head of UBS’ wealth management division, Bob Mulholland, 61, on how the industry has changed, the merits of being small and why he detests the term wirehouse.

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