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Stifel chief executive Ron Kruszewski said surging markets have forced firms to be particularly choosy about which advisors they try to poach from rivals. That may change this year.

For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the issue?

The industry self-regulator is also concerned about third-party vendors, anti-money-laundering policies and whether certain annuity products are in clients' best interests.

Avantax acquired Sweeney Kovar, and Marsico Financial Group bought Care Accounting.

Firms are deploying new tools to create campaigns and track how effective their marketing spending is, but the core concept of connecting directly with clients and prospects on a human level hasn't changed.

The first-of-its-kind survey of the channel showed that among directors, women can expect tens of thousands of dollars less than men in the same roles.

Jeffrey Dobyns, the president of SageSpring Wealth Partners, says he and his colleagues were looking for greater freedom to make use of technology their clients wanted and needed.

The wealth management business of the world's largest credit union and its 14 million members opted to choose its own destination after a giant M&A deal.

Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.