It was a busy week with advisors and brokers on the move. Raymond James, Cetera and Kestra Financial all announced additions. And UBS shuffled several positions. Scroll through for a look at what happened this week in the world of financial advice.





Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say there's more work to be done around client education on the underappreciated tool.
The annual SmartAsset study reveals how the industry extends far beyond Wall Street's geography.
Also this week, LPL picks up teams from Cetera and Ameriprise and Stifel draws from Merrill
The increasingly popular Section 351 process offers many low-basis investment portfolios an exit ramp — without incurring any capital gains.
Regulators discovered Julie Darrah had been siphoning millions from elderly clients after WEG bought her practice in 2021.
That giant question could bring any number of different answers based on a variety of factors. Here's how four experts break it down.