Practice

The Female Advisor Network merged into the Women's Leadership Alliance in an effort to join together around the groups' shared goals.

After adding 27 advisors in the past three months, CEO Ronald Kruszewski looks at the "recruiting landscape" and likes what he sees.

The industry watchdog continues its recently adopted practice of giving firms monthslong advance warning of its examination priorities before the start of the new year.

The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.

A recent survey of 280 financial advisors from the online estate platform Trust & Will found that while almost all believed in encouraging estate plans, many had yet to develop their own.

The Internal Revenue Service issued its annual inflation adjustments for tax year 2025, including changes in the standard deduction, marginal rates, tax credits and more.

AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.

The appointment comes less than a month after the former company head, Dan Arnold, was fired for failing to maintain a respectful workplace.

A lawyer for an 80-year-old claimant whose retirement accounts were drained says he's trying to force firms to do more to prevent scams.

The revamped digital campaign, "Quite Possibly the Perfect Job," features new versions of static ads that appear on social media.