Industry

Claiming above-the-line tax write-offs doubles the standard deduction.

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.

L&N Federal Credit Union was looking for a boutique-style firm following Invest's acquisition by LPL.

The regulator found the firm was deficient on capital requirements and, on 84 occasions, did not accurately calculate its customer reserve requirements.

Here's four reasons your business might be struggling and what you can do about it.

Getting clients to understand how volatility is an essential part of investing isn’t easy, but is even harder when stocks had been in the midst of an uninterrupted bull run.

Executives from Pershing and Fidelity say smaller firms can find a home in the hybrid space.

Bronfman Rothschild executives have learned important guidelines on evaluating deals.

Industry insiders have anticipated increased litigation following UBS and Morgan Stanley's exits from the Broker Protocol.

After a fourth-quarter slowdown, deal-making resumed with a vengeance in January.