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The hires add credibility to the wirehouse's renewed commitment to recruiting.

From a logo inspired by a clothing decoration to a name inspired by the cosmos, learn why these eight financial services revamped their brands.

Dubbed as the "digital admin for private investments," Arch has grown rapidly this year, adding AI tools that easily summarize documents for advisors, but hasn't lost the human touch.

Financial advisors who specialize in estate planning say regular clients can learn from these messy celebrity situations.

With shares in the acquirer growing as a percentage of the consideration, the rollovers pose important practice management, tax and business implications.

A recent Supreme Court case held that the Code Sec. 965 mandatory repatriation tax was constitutional, but the majority opinion avoided the principal issue presented to the court.

Firms' practice of offering low returns on clients' uninvested cash is becoming the latest hot legal target.

Decisions granting a stay during industry lawsuits challenging the regulation point to a high bar of judicial scrutiny.

A recent YouGov survey said 60% of Americans consider integrity the most important factor in their selection process.

Wells Fargo joins Morgan Stanley, Merrill and Ameriprise in facing questions over its handling of clients' uninvested cash.