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Specialized tax services can be a great way to enhance revenue and cement your relationship as the client’s trusted advisor.

The guidelines can help planners with charitably minded clients steer clear of compliance thickets and run-ins with the IRS.

The Financial Services Network viewed its relationship to LPL as a “dealbreaker.” So Marty Bicknell’s giant RIA is making room.

Plus, two leading technology management and cybersecurity firms join forces, and a fintech focused on the elderly rolls out new tools for advisors.

A look at the biggest regulations, legislation and court cases in the field from the first half of the year.

The firm's chief strategist, Joseph Zidle, expects the Fed funds rate to rise significantly over a long period of time.

Scam artists are increasingly targeting elderly Americans for their retirement savings. But the warning signs can be obvious, if investors — or their advisors — know what to look for.

For fans of the blockchain-encrypted artwork, there are signs to look for – and to avoid – when buying this asset.

CEO Solomon tells an earnings call that the firm will focus on expanding areas such as its RIA custody arm in the future, after two big acquisitions in recent years.

How might the metaverse change wealth management? Who knows. But the veteran consultant and digital transformation expert has some big ideas.