The Latest

Also this week, Raymond James recruits from Morgan Stanley, and Mercer Advisors and EP Wealth Advisors make big M&A deals.

As Donald Trump's policies rattle the economy, partisan identities are driving investors toward very different outlooks on the stock market.

Randy Nail has been with HoganTaylor for 15 years and currently serves as the firm's CEO. Most recently, he led the firm's financial institutions practice utilizing his nearly 20 years of experience providing financial institution clients with a wide variety of assurance and business consulting services. 

Louis C. Grassi, CPA, CFE, is the managing partner and CEO of Grassi. He began his career in 1977 and has extensive experience in tax, accounting and consulting.

Steve Heathcote has been CEO of PrimeGlobal since 2019. His extensive background in the accounting profession includes undertaking the COO role at the U.K. Financial Reporting Council, a senior management position at KPMG and over 10 years as a key member of the Association of Chartered Certified Accountants executive team.

More than 60 lawyers wrote in response to a memo by Deputy Attorney General Todd Blanche that called for a broad reorganization of the department.

The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast approaching 29,000. (Plus, experts say he'll be writing big checks.)

As markets react to the tariffs, financial advisors are considering the short- and long-term impacts.

The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.

American workers have an abundance of retirement accounts to choose from, but which are best? Even experts disagree on the ideal mix of retirement accounts.