If you've never gone through one, the idea of an audit can be scary. Here's how to keep your cool and guide your firm through the process.

A tax receivable agreement, popular in public offerings but controversial in some eyes, would regularly send extra money to insiders.

Financially, the opioid crisis is hitting Ohio harder than many other states. But a campaign with advisors at its core aims to turn the tide.

Cool pitch decks and buzzy phrases alone won't get you there, but letting prospective clients see who you really are might.

Serving a single family can be a complex — but profitable — niche.

Credit Suisse Group is shifting resources in the pursuit of business from a broader range of rich clients, as the lender focuses more on wealth management amid cuts to its troubled investment bank. 

These are the largest firms with financial advisors who work with broker-dealers but aren't their employees.