The Latest

J.P. Morgan Securities picked up an industry veteran, the latest U.S.-based advisor to depart from Credit Suisse.

Fourth-quarter revenue from trust and investment services fell 6% to $79 million from $84 million a year ago. Revenue from the retail brokerage business also slipped, falling 3% to $71 million.

The newly appointed executive will coordinate a cross-platform family office strategy to ensure that family offices can access Wells Fargo's products and services easily.

After only two months in the role, Roth is being replaced by a restructuring specialist. RCS recently said it would file for bankruptcy.

Millennials with college loans may want to hold off on getting married to save on their taxes. Plus, tax savings for affluent families, and five smart tax moves your client can make in 2016.

Contributed articles and social media posts on specific ideas can separate planners from the rest of the pack.

An imaginary look at how one very prosperous firm might approach a new set of standards.

Retirees are now allowed to make charitable donations by transferring money directly to a qualified nonprofit organization from their IRAs; Plus, why inheriting a Roth IRA isn't always the best news.

These are savvy ways for advisors to keep in touch with clients and reach out to prospects.