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Sean Kaligh dropped Wells Fargo for LPL, as more planners leave wirehouses during the pandemic.

Despite BLM, #MeToo and other movements for equality and justice, employers don't understand enough about the impact of neglecting DEI on company health.

For clients in their 60s, it’s crucial to have tough conversations about how they want to live out the remainder of their lives even if they become ill, Dr. Carolyn McClanahan said at a Morningstar Investment Conference panel.

Here's what you missed this week in wealth management.

Under a new Biden proposal, gifts and transfers would be subject to new scrutiny.

The big asset manager’s acquisition of O’Shaughnessy Asset Management is the latest in a string of similar deals by Wall Street.

The goal of Flourish Crypto is to help advisors treat digital currencies like any other asset class.

Rohit Chopra, a liberal consumer watchdog, was approved as the agency’s director nine months after the Biden administration first announced him as the nominee.

The use of a SLAT to eliminate the risk of changes in the estate and gift tax system can help separate legacy assets from lifetime assets.

The appointment comes just three months after a marketing backfire pushed her to step down from a similar role at Riskalyze.