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Jane Loginova is co-founder and co-CEO of Radar Payments.

The firm, which has more than $3 trillion under management, runs dozens of mutual funds and was a pioneer in index investing.

Here are some obvious and not-so-obvious year-end tax tips to consider as we prepare ourselves and our clients for the new year.

Anil Grandhi is CEO and founder of Seattle-headquartered AG FinTax, providing expertise and guidance nationwide to entrepreneurs and small businesses on tax planning, CFO services, wealth management, and the PPP loan forgiveness process. He can be reached at anil@agfintax.com.

The OSJ scooped up teams from Edward Jones, Wells Fargo Advisors and Wedbush Securities.

The latest deal by a wealth manager for an employee services firm enables the Raymond James Private Client Group to expand its reach.

Casey Ellis is CTO, founder and chairman of Bugcrowd.

There are still plenty of challenges and potential changes on the horizon. Here’s what to watch for.

Waddell & Reed had been working in recent years to transform its “proprietary broker-dealer into a fully competitive independent wealth manager.”