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With the industry closely watching the complex integration, the selling network's parent divulged how it struck the $1.3-billion agreement to form a giant IBD.

A major driver of growth has been the “increased awareness” of advantages like tax efficiency, liquidity and transparency, according to Bank of America.

As Head of Family and Philanthropy, Judy leads the team of senior strategists who work with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap.

In a business increasingly dominated by inexpensive index funds, the young juggernaut succeeded by actually picking good investments.

The wins came at the expense of Merrill Lynch, UBS, Raymond James and Wells Fargo.

Rob Walker is vice president, decision management and analytics, at Pega.

Will Tanem is a member of the Technical Accounting Group at Top 50 Firm BPM. He specializes in SEC reporting, SOX implementation, consolidations, business combinations, derivatives, ASC 842 leases and ASC 606 revenue recognition.

Parents can match their children’s savings in a Roth IRA dollar-for-dollar on the condition that they agree not to dip into the accounts until they retire.

If not addressed, the client may see a higher tax bill than was planned. That won't go over well at tax time next year.