Our continued look at compensation for advisors at different revenue levels considers pay for $600,000-a-year producers.

Research shows wealth managers have much greater confidence in the new technology than their clients. Here's how to shrink the gap.

A lover of Tesla and AI technology, Orion's Brian McLaughlin warns that for most, it's still too early to trust AI to make financial predictions.

With competition heating up, the IBD is offering advisors better technology and higher pay.

It’s been death by a thousand cuts as a steady stream of top talent strikes out on their own.

State regulators and state legislature are stepping in to propose initiatives to protect consumers against salespeople wrapped in fiduciary clothing.

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.

An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Deal structure, transition plans and dog and pony shows represent only a few of the thorny difficulties involved with branching into an acquisition strategy, experts say.

Woosung Chun is the Chief Financial Officer of DualEntry, the AI-native ERP helping finance teams move from manual reporting to real-time visibility. He has deep experience in corporate finance, accounting, and strategic acquisitions, having previously built and led the M&A and Finance teams at Benitago, where he completed more than a dozen acquisitions in two years. A graduate of NYU Stern, he focuses on applying technology to modernize financial operations and redefine how controllers and CFOs work.

The exit of Hannes Hofmann comes amid continuing overhaul of Citi's wealth business and follows on the departure of its private bank's longtime global head Ida Liu.