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The unit has $603 billion of assets under management and employs more than 450 investment professionals.

A COVID-wrecked economy has changed the calculus for some financial planners.

Prior to the deal, the company had been making deeper forays into traditional wealth management custody.

The wealth manager aims to build connections and take feedback through a new group resembling ones launched by rivals in recent years.

The fintech firm says use of the loans grew 10% last year among its client base.

Ryan J. Koretoff, MBA, CPA, is the founder and principal consultant of Financial Excel in Santa Monica, California.

The transaction, which could be announced as early as Monday, will be valued at $4.7 billion, according to people familiar with the matter.

The dispute highlights the complicated nature of non-solicitation carve-outs when advisors switch firms.

The vaccine rollout may not be happening as fast as we’d like, but an end to the worst of the pandemic is on the horizon. Is your firm ready for it?

Americans living abroad face complicated tax laws, fraught portfolio decisions, and FACTA scrutiny. Their advisors can help.