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Jamie Price of Osaic says attrition at his firm was below expectations during its recent internal consolidation of nine separate brokerages and that not having a self-clearing and self-custody business is an advantage these days.

Despite health savings accounts being highly tax-advantaged, most savers do not fully utilize their unique benefits, new data from the Employee Benefit Research Institute shows.

Other than satisfying important regulatory requirements, RIAs and their clients can exercise a lot of choice on costs. Here's how experts view the process.

George "Keith" Demetriades was accused of violating nonsolicitation clauses and misappropriating trade secrets after leaving for an RIA in 2023.

A group of tax organizations, including the NATP and NAEA, hopes to preserve the core tax functions relied on by tax professionals despite cutbacks at the IRS.

Ryan Salah, of Capital Financial Partners, said his RIA recently decided to add tax planning software into the mix.

Financial advisors say that retirement planning for transgender clients can come with its own set of considerations, beyond 401(K) contributions or Monte Carlo simulations.

The prospect of prolonged talks with holdouts threatens Senate Majority Leader John Thune's goal of passing President Trump's tax-cut legislation by July 4.

The deal marks the purchase of one private equity-owned firm by a much larger one with majority private equity backing.

In an analysis stretching back to 1926 of 75 different retirement scenarios, Craig Israelsen compares five different retirement portfolio withdrawal strategies, from a fixed annual amount to the 4% rule and RMD withdrawals.