Practice

Raymond James and Merrill also announce recruiting deals, while LPL hires a head of cybersecurity from PayPal.

After partnering with a private equity firm, a new CEO paired emotional intelligence and equity incentives to retain talent and grow the bottom line.

Top items include the fallout of a massive continuing education cheating scheme, UBS' pay cuts for producers across the organization and more.

As the IRS scrutinizes large partnerships, they have new ways to report and correct errors in their returns.

Even though Citizens lost its bid to acquire First Republic in 2023, it has recruited frequently from the now-defunct regional bank.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

The inheritance expected from baby boomers to younger Americans keeps getting bigger. One research group's estimate is already 45% higher than it was three years ago.

The recruits, formerly managing $885 million at their previous firms, are expected to push Concurrent's asset total to $9.7 billion.

"This will be the best economy of our lifetime," said one financial advisor in an unusually upbeat Arizent survey.

Financial planner Rory Henry and contributors compile a guide to the skills, services and larger changes needed at CPA firms to branch into the field.