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Bailard appointed Sonya Thadhani Mughal under a succession plan and a series of moves unveiled by the wealth and fund company.

Too many Americans don't understand how these tax-advantaged accounts can help with college savings, writes Andrea Feirstein.

The Internal Revenue Service is holding up millions of tax refunds for manual processing and its systems were unable to process many of the quarterly payments that needed to be sent by April 15.

As the firm repelled a rare activist challenge, a potential private equity buyer has approached it, according to a news report.

The factors that had so many predicting go-go growth over a year ago are still very much in place.

Younger workers are more prone to monetary concerns than their older counterparts, due to a lack of savings and other factors, a recent survey found.

Advisors who leave wirehouses face key tax considerations to become successful RIAs.

Moves and news at Macquarie, Rockefeller, Vanguard, Orion, and elsewhere in the financial-advice industry this week.

Peggy Ho built the rival firm’s government relations team, and she’s joining the new firm at a pivotal time in wealth management regulation.

The legislation re-introduced in Congress could give more clients the option of seeking damages through the courts.