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The firm hasn’t made any decisions about advisor retention bonuses, but some top shareholders will earn tens of millions of dollars once the deal closes.

Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.

“If done correctly, dividend-yielding stocks are the gifts that keep on giving,” an expert says.

As Bob Dylan once sang, “the times they are a-changin.”

The fact that it’s impossible to track the amount of revenue sharing kickbacks demonstrates the problem, says the research firm’s lead policy wonk.

They “need to be thinking about guaranteed income streams” because there’s “not a lot of time for recovery,” an expert writes.

Dynasty launched a pop-up store to "cut the stress out and alleviate the headache" for advisors.

The second annual event highlighted the business reasons firms should be prioritizing expansion of their diversity and inclusion initiatives.

In some cases, clients are advised to pay off their debt instead of putting money aside to retire.

Clients overpaid more than $12 million because of operating flaws and coding failures in an automated device advisors relied on for executing mutual fund orders.