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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.

FP's playlist gives financial advisors and clients a supersized collection of bangers about raking it in and making it rain.

Tracy LaLonde trains partners and managers on how to generate better engagement. With over 30 years of experience in training, consulting and professional development, she is on a mission to change the way firms engage with their teams. Reach her at info@joychiever.com.

The appointment comes as the storied Wall Street dealmaker seeks to build its ultrahigh net worth business while providing support services to independent advisors.