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The new positions, which will be in more than 250 locations, will help ramp up compliance efforts against high-income earners, partnerships, large corporations, and promoters.

Patricia L. Harman is the editor-in-chief of Digital Insurance, covering the intersection between technology and insurance for the industry. She chairs Digital Insurance's annual Women in Insurance Leadership forum and hosts Digital Insurance's DigIn Podcast. Previously, she served as editor-in-chief of the PC360 group, chaired the Complex Claims & Litigation Forum and hosted the Insurance Speak podcast. Patti covers auto, property & casualty, workers' compensation, fraud, emerging risks, and is a frequent speaker at insurance industry events. She has more than 25 years of experience covering the property restoration and insurance industries, is a member of the National Press Club, and has been honored with over three dozen journalism awards.

Organic growth and acquisitions, along with the help of the owner-clients of the advisory practice, are fueling its approach to fourfold expansion.

From AAI to WMS, there are 242 designations for financial professionals. Here's a quick primer on the most important ones — and how to get them.

After the ink dries on the contracts and the press releases are out, wealth management firms still need to put in the work to make a deal succeed. Here's how.

Ousmène Jacques Mandeng is a senior advisor at Accenture and a visiting fellow at the London School of Economics and Political Science.

Financial Planning's Justin L. Mack gives a first-person recap of the rap concert that closed out night three of the one-of-kind wealth festival featuring plenty of California beef, and California "grass."

Tax strategy, quality of life and location represent some of the main factors when considering a CCRC, according to more than a half dozen experts.

The industry group wants the federal regulator to do more to take into account how proposed regulations are likely to affect the majority of wealth managers.