The Latest

CEO Jamie Price's team is considering a range of potential strategies that could represent significant changes to the private equity-backed firm.

In setting up a breakaway firm, a group of advisors tried not to step over lines when recruiting colleagues and clients. But a lawsuit argues they still went too far.

Most working Americans think they'll need more than $1 million to retire comfortably, research shows. But their actual savings are nowhere near that.

Effective strategies depend on attention to ever-changing laws and to the clients' personal circumstances.

Taxpayers who filed early this year and reported state tax refunds they received in 2022 as taxable income should consider filing an amended return.

Lehman & DeRafelo offers another example of a big RIA seeking a larger partner despite turbulent economic conditions and some signs of an M&A slowdown.

Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.

The line between independent firms and wirehouses is beginning to blur, causing advisors to rethink their options, writes recruiter Louis Diamond.

The move comes as First Republic's struggles in the banking crisis have driven many high-profile advisors to leave, creating an opening for others to poach.

The leader of the industry marketing firm talks about what sets top performers apart and how to avoid undermining a client relationship.