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Like other wealth managers that have ceased reporting advisor numbers every quarter, Raymond James says the figures have lost meaning.

Midsize firm Arete Wealth is invoking President Trump's executive order on government "weaponization" in urging the new administration to withdraw the case.

Crypto enthusiasts' faith is tested as an executive order, a bitcoin sell-off and the introduction of meme coins by the president and first lady mark the first 10 days of his second term.

The media mogul is in court to allow him to change the terms of a trust — but it's not that easy.

Stifel chief executive Ron Kruszewski said surging markets have forced firms to be particularly choosy about which advisors they try to poach from rivals. That may change this year.

For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the issue?

The industry self-regulator is also concerned about third-party vendors, anti-money-laundering policies and whether certain annuity products are in clients' best interests.

Avantax acquired Sweeney Kovar, and Marsico Financial Group bought Care Accounting.

Firms are deploying new tools to create campaigns and track how effective their marketing spending is, but the core concept of connecting directly with clients and prospects on a human level hasn't changed.

The first-of-its-kind survey of the channel showed that among directors, women can expect tens of thousands of dollars less than men in the same roles.

Jeffrey Dobyns, the president of SageSpring Wealth Partners, says he and his colleagues were looking for greater freedom to make use of technology their clients wanted and needed.

The wealth management business of the world's largest credit union and its 14 million members opted to choose its own destination after a giant M&A deal.

The incoming Treasury chief will have to reconcile his deficit-reduction plans with the Trump administration's much-anticipated tax cuts.

Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.

The team of three advisors have started a firm called T6 Wealth Management, which will operate out of Morgan Stanley's new offices in Midtown Manhattan.

The megabank is simplifying the management structure of its private bank. Regional leaders will now report directly to Andy Sieg, head of wealth.

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

Citi also announced it had hired Christian Zeinler from UBS to be the head of strategy for Citi Wealth and head of business execution for the private bank.

The ever-changing landscape of artificial intelligence promises new innovations for financial advisors, but it also brings fresh ethical concerns.