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Industry advocates worry the federal agency's proposed rule would undermine the business model that allows advisors and broker-dealers to act independently.

Advisor Group surpassed LPL at the top of the list, but consolidation, complexity and change remained the key themes in a highly competitive channel in 2022.

The Treasury Department announced a timeline for offering more information on some of the main tax provisions of the Inflation Reduction Act.

The largest U.S. bank's new digital money coach, embedded in its Chase app, has a referral feature designed to capture more business for wealth managers and contribute to attracting talent.

The top U.S. financial regulators are worried about the prospect of deeper ties between digital-asset firms and Wall Street.

The business being sold to Madison Dearborn Partners provides trustee and administrative services to asset managers and retirement plans.

Michael Burry, the investor who foresaw the housing market crash in 2008, is skeptical about today's proof-of-reserve audits.

Scott Riordan leads Health & Welfare for Sentinel Benefits & Financial Group. With offices in Massachusetts, New York and Michigan, the company serves more than 3,500 clients across the U.S. 

Greg Puig is the head of Group Insurance for Sentinel Benefits & Financial Group. With offices in Massachusetts, New York and Michigan, the company serves more than 3,500 clients across the U.S. 

Advisors can help clients create significant amounts of tax-advantaged retirement wealth and deliver a tangible value-add in the process.