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Ta is aiming to reduce turnover at Wells Fargo Advisors by revamping the succession planning program.

DaRayl Davis used his clients' money to rent a fancy Hollywood mansion, purchase over $100,000 in airline tickets and pay off massive credit card bills.

The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118.

The company has benefited from a market surge, new investors and an uptick in broker breakaways.

Peter Mallouk’s firm made its second multi billion-dollar deal in three months after its first private equity infusion last year.

Here’s what managers at some of the largest firms have been discussing and say should be top of mind in the months ahead.

The nation’s largest independent broker-dealer will onboard a substantially higher share of assets and advisors than after its last comparable deal in 2017.

The administration's proposal for the capital-gains tax rate is in part a throwback to the Reagan years, an expert says.

Christopher A. Steele is a partner at MendenFreiman LLP and a former shareholder in the Atlanta office of Chamberlain Hrdlicka’s Trusts and Estates Practice who counsels clients in a variety of tax, trust and estate matters, including planning for business owners.

Jasmin Severino Hernandez serves as an associate in Chamberlain Hrdlicka’s Atlanta office Trusts & Estates Practice Group. She helps clients in creating efficient and effective estate plans and implementing beneficial tax planning strategies. Her work includes the design and preparation of key estate planning documents, estate and gift tax planning, charitable planning, and probate and estate administration. She may be reached at (404) 658-5481 or by email at jasmin.hernandez@chamberlainlaw.com.