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A uniform fiduciary standard is only way to ensure all advisors are putting their clients first, the Democratic senator says.

Too many planners are serving too few clients, Dynasty’s chairman argues.

A major Times Square development has secured more than $780 million in new equity, including about $400 million from UBS’s ultrahigh-net-worth and family office clients.

The wirehouse has experienced rapid growth in advisor productivity, executives say.

The firm has been looking to its wirehouse competitors for new hires throughout the year.

Evan Guido is looking to partner more closely with CPAs.

Independent Advisor Alliance and Private Advisor Group — two of the firm’s largest hybrid RIAs — say they’ve added billions in clients assets from IFP.

A Manhattan real estate transaction is highlighting the shifting fortunes in global finance.

These areas have slower home price appreciation and more favorable mortgage rate and wage conditions.

Even worse, those at the bottom of the pack averaged higher expense ratios.

The move is intended to improve CRM integration and search optimization.

When faced with a regulatory challenge, advisors can’t be afraid to question authorities.

The firm's new private investment fund will source deals using its own investment bankers and wealth managers.

The firm anticipates the change will save its 1.5 million Admiral Shares clients roughly $71 million.

The product, which allows investors to purchase virtual currencies on their exchange, hits the market at a low point for bitcoin.

An unknown number of test-takers viewed results online showing that they had passed, when their results were still under review.

After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.

It’s another high-profile addition for the firm led by ex-Morgan Stanley executive Greg Fleming.

Macroeconomic trends and matters of convenience will move advisors, assets and markets next year in the ever-changing wealth management space.

Working parents who paid for day care, summer camp or a babysitter on the books are advised to take advantage of this break.