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In the future, advisors will be able to support their clients by offering more personalized guidance as well as insights on what "people like you" are doing, writes Bill Parsons.

Members of Congress are proposing bipartisan legislation to extend the deadline for Paycheck Protection Program loans another two months as accountants press for more time on the expiring program.

Three recent criminal cases raise concerns that wealth managers and regulators aren’t detecting alleged fraud quickly enough or disclosing basic information about crimes and disciplinary problems.

Wealth management firms are consolidating at a breakneck pace in a bid to grab wealthy U.S. clients.

It’s not just $1,400 checks. Here’s what advisors need to know about other financial perks in the massive stimulus package.

The deal will push Paris-based iM Global’s assets above $24 billion and enable it to break into wealth management.

The rare move to set aside the regulator’s ruling came more than a decade after the rep ran into trouble by adding notes about his client into a software program.

The IBD network added a community bank’s investment program after exceeding the goals it set at the beginning of 2020, its head recruiter says.

The benefits of traditional fixed income are diminishing with today’s low interest rate environment, but alternative investments can help solve the portfolio-allocation problem.

The RIA picks up 1,300 clients with $780 million in assets, underscoring feverish consolidation among wealth management firms.