Practice

FPA 2022 President-Elect James Lee explains how the organization plans to pursue protection for a title that some advisors say is misused in the industry.

More than 60 tax provisions are going up, according to Rev. Proc. 2022-38.

The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.

The No. 2 GOP member said Democrats are mischaracterizing the party's proposals as cuts to benefits.

But success depends on the outcome of the November midterm election, with a resounding win for one party likely inhibiting any compromise before a new Congress swings into action.

An IRS proposal has spawned confusion about whether non-spousal heirs to Roth plans need to take RMDs before draining the accounts after 10 years.

The influx during a challenging quarter displays how the wirehouse's three channels are starting to work together in tandem, CEO James Gorman says.

Efforts to increase diversity in the wealth management industry include Raymond James' Black Financial Advisors Network and the BLX Internship Program.

Despite losing more than 500 brokers from its headcount in the third quarter, the wirehouse sees strong recruiting momentum in its pipeline.

Supporters of panel credit it for collecting data on firms' C-suites, boardrooms. But it's unclear if Republicans in charge would walk away from the efforts.