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An industry report finds the largest independent brokerage, with its supported independence offering, had the biggest net headcount gain last year.

AlTi Global's massive infusion from Allianz X and Constellation Wealth signals one of many potential paths for new sources of capital into the industry.

As optimism about potential Fed rate cuts fades, attention — and inflows — shift to bonds.

U.S. adults are intensely worried about their finances — and their kids are even worse. Here's how advisors can help, and foster new clients in the process.

Megan Smith is the head of human resources for SAP North America. Over the past five years, Megan has been deeply involved as an HR leader in SAP's acquired cloud businesses in North America, the Head of HR for SAP Canada, and in 2022 expanded her responsibilities to assume the role of Head of HR for SAP North America.

Planners who recommend the increasingly popular charitable vehicles could face penalties for what's currently a pretty common practice in the industry, experts say.

The lowest-ranked states have property and unemployment insurance taxes like every state, but significantly they also have complex, non-neutral taxes with comparatively high rates.

James Dougherty, CPA, CGMA, is a partner at JLK Rosenberger in Addison, Texas.

Almost all retirees had regrets about how they planned for life after work. Is it possible to ever be prepared?

From baby boomers to Generation Z, Americans have a wide range of advantages and disadvantages when it comes to saving for retirement. Here's how they compare.