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The firm’s financial advisor headcount and its client assets drove up its business in the first quarter, despite the impact of lower asset values.

Advisors tend to avoid clients' tax issues when they involve the IRS. It's a missed opportunity to add value.

Taking on the challenges of filling big shoes and finding a new executive director, the practice management consultant has big plans for the organization.

A veteran and service member-focused wealth manager is calling for more partnership with the private sector to boost understanding of money matters.

FPA helps kill a sales tax bill, an NBA player’s former assistant gets jail time, UBS drops its appeal and pays a former compliance officer $14.1 million, and more.

Technology moves at a breakneck pace that threatens to leave flat-footed organizations in the dust. But industry leaders are leveraging the bleeding edge to get ahead of the pack and never look back. 

Kestra grabs an RIA, LPL takes on advisors from Stifel and Morgan Stanley, record M&A transactions, and more.

Jerome Powell's hinted-at half percentage point interest rate increase could boost market volatility and send investors into the hands of professional planner.

The new moniker Trutoro reflects a Latin word commonly used by advisory brands and an animal that’s synonymous with investment returns.

The Pennsylvania firm saw its revenue climb 28% from one year ago to $581.4 million for the quarter.