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A deal is more than just a top-line number and misalignment in culture and communications can cause conflict down the line.

SEC regulators instead take aim at their predecessors in the Biden Administration, saying the outsized fines were partly the result of a desire to "pursue media headlines and run up numbers."

One of the asset management firms also took home the independent research firm's overall award for "exemplary stewardship."

The intersection between HNW clients and private markets is no longer about distribution, but integration.

Gabe Lapito thinks many RIA owners who sell their businesses are looking for a big check to fund their retirement. But he and his partners, almost all in their 30s or early 40s, instead set their sights on adding new clients and assets.

Advisors with asset minimums find themselves rejecting clients arbitrarily and can often feel disconnected from their clients' planning goals.

The Minneapolis-based company plans to leverage the arrangement to draw more attention to its growing list of national business lines, transcending its regional reputation.

A Wells Fargo executive is using her own cancer diagnosis as a wake-up call and teaching case for financial advisors and their clients' estate plans.

It's that time of year again! Here's how to nominate a colleague — or yourself — for Financial Planning's annual Rising Star awards.

Despite ongoing concerns over geopolitics and more, many advisors said they would increase allocations to foreign equities over the next few months.

Michael Outlaw, the recently named president of Rockefeller Global Family Office, says family offices are defined more by the services they offer than by their relationships with wealthy families.

The partnership between the long-established bank and the fintech brokerage will handle the development of the government-owned account platform behind the new government-seeded retirement accounts for children. 

FINRA and consumer advocates are raising alarms about online scams that are driving fraud losses into the hundreds of billions of dollars.

The Trump DOL has said it "has no current plans" for further rulemaking, but that contradicts its own notice of potential regulation last year.

The 10 states that offer the best return for residents' tax dollars.

Most financial advisors and their clients are well aware of the in-progress great wealth transfer. But they also admit they're not ready for it.

The LPL–Commonwealth megadeal set off a two-sided scramble. As LPL fought to retain advisors and assets, rivals raced to poach both.

The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.

Andy Leung's targeted approach to finding clients on LinkedIn is bringing in warm and even hot prospects at high rates as he builds his niche.

A proposed Labor Department rule could ease the path for alternative investments in 401(k)s, but advisors may face new due diligence and communication challenges.

Recent studies have shown that clients and prospects want human authenticity, even as AI tools become more prevalent in firms' workflows.

Financial advisors and estate planning attorneys say arrangements can be as simple or complex as clients want them to be, but pet trusts are often the best option.

As RIAs look to offer more holistic planning, many are partnering with CPA firms to deliver tax expertise without the cost and complexity of building it in-house.

Rare book collectors can sometimes see a healthy return on an investment, but advisors and other experts say the market is illiquid, and volatile — and books require careful storage and preservation.

A recent report has found that the majority of cryptocurrency holders are aware transactions are taxable and want to comply, but struggle with actually doing so.