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The longtime executive will remain with the independent broker-dealer through March 2022.

Experts and leading practitioners are looking at ways to mitigate the possible affect of the legislation from a tax perspective.

Find all of the data from FP’s annual survey of the industry and ranking of firms by yearly revenue.

Despite smaller growth amid the coronavirus last year, FP’s 36th annual survey revealed the significant level of business raked in by 46 wealth managers.

The delicate balance between the No. 1 IBD and its ‘critical clients’ is evolving as the industry changes.

A new report raises questions about how much money is being shuttled between DAFs, rather than distributed to charity.

The delay could create an opportunity for new conferences to provide the platform wealthtech startups need to get in front of advisors.

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

Each member of the four-person team is under 40 years old and they have a combined 40 years of professional experience.

The New York-based advisor is accused of defrauding at least 56 investors.