Practice

Sterne Agee changed its name after Stifel sold the firm in 2016 to INTL FCStone for about $50 million.

This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.

The private equity firm completed the largest IBD purchase of the year by acquiring the majority of the 7,700-advisor network.

Jason Holland is the latest broker to leave the troubled wirehouse.

Think you’ve already optimized client portfolios? Think again.

Although these firms provide the RIA industry a lot of support, they could be doing more.

A housing bubble might be brewing in these 12 cities.

About 1.2 million square feet of office space will be overhauled in the next 15 months to put technology experts closer to brokers, traders and bankers.

Some can expect an increase in their tax bill thanks to Social Security income taxes and higher Medicare premiums.

The $6B RIA bought a neighbor but also expanded its footprint.