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Growing firms need professional management, but chief operating officers with advisory experience are hard to find.

The firm anticipates the change will save its 1.5 million Admiral Shares clients roughly $71 million.

An unknown number of test-takers viewed results online showing that they had passed, when their results were still under review.

After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.

The giants have traditionally bought out the newcomers.

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

Relationships with clients are changing — and technology is leveling the playing field.

It’s another high-profile addition for the firm led by ex-Morgan Stanley executive Greg Fleming.

Macroeconomic trends and matters of convenience will move advisors, assets and markets next year in the ever-changing wealth management space.

The development of new products, technology and the increasing prominence of ESG are top-of-mind among industry executives.