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LPL Financial reeled in the largest haul, but RIA consolidators and other rivals also completed mega-moves in 2021.

Experts discuss the proliferation of chief diversity officers across the industry and what it may mean for future progress in diversity.

The ability to deduct the full value of the stock and avoid capital gains taxes is lesser-known by rich investors and many advisors.

Private Advisor Group received capital from Merchant, while Integrated Partners has recruited nearly a dozen practices this year.

An exceptional year for wealthy Americans, at least in terms of their financial health, just got better.

Hester Peirce will become the only GOP commissioner at the agency.

Advocates say they'll continue pushing for the write-off, but it is not widely popular.

Muni bonds have not been not the quick way to big returns in 2021. But for the right client, they are the perfect addition to a portfolio focused on stability and low risk, advisors say.

It's a nearly 20% overall increase in the funds.

'Planning has been put on hold, because no one knows what the rules of the game are,' says one accounting firm partner.