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According to Financial Planning's research, most registered Republicans polled seem to have aligned their personal and business interests, while registered Democrats were nearly evenly split.

Dimple Shah, Osaic head of corporate strategy, said she and other executives expected some advisors to leave during the firm's "Journey to One" and that attrition has been mostly in line with expectations.

Both presidential candidates' plans would balloon the country's debt by trillions. Here's how that could affect the economy and make VC investments even more attractive.

Swiss bank UBS reported a jump in wealth management revenues in the third quarter as profits soared higher than analysts expected. Still, CEO Sergio Ermotti warned of an economic soft landing and uncertainties in the U.S. presidential election.

Hundreds of new tech offerings have entered the wealth management landscape the past five years, challenging the capabilities of traditional CRM systems. Is it time for advisors to rethink their CRMs?

Despite most clients expecting holistic planning services, many advisors still don't provide them. And those who do are far from agreeing on how to best charge for them.

The standalone trusts or provisions within other entities can help clients protect assets. Here's why they may need a nudge to speak with an estate attorney about this.

While the process of preparing for the 170 multiple-choice-question test can be expensive, time-consuming and nerve-racking, there are ways to make it less unpleasant and more successful.

Uncertainty around sunsetting provisions should have professional athletes planning ahead on their taxes.

After its integration of Credit Suisse is complete, the bank eventually wants to buy another U.S. wealth management firm to expand its presence stateside.

Global crypto exchange behemoth Binance has released a new platform for wealth managers to offer digital asset investments to their wealthiest clients.

After millions of tax IDs were exposed in the massive leak at National Public Data, clients will be at heightened risk for tax fraud and other financial abuse this tax season.

A survey conducted by Financial Planning found that while 54% of advisors prefer Donald Trump to sit in the White House in 2025, 61% say Kamala Harris is the frontrunner.

Gorman is stepping down as the bank's chairman at the end of the year. Here's a look at how he rebuilt Morgan Stanley with a focus on wealth management.

Opto Investments is building out a fully integrated tech platform for RIAs to gain access to the multitrillion-dollar private markets.

Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.

The case is the latest example of what Ameriprise paints as LPL's systematic overstepping of bounds in its advisor recruitment.

Until recently, alternative investments have mainly been the province of the high net worth set. In the past few years, though, there has been a concerted effort to change that.

As Trump makes inroads with Black voters, Harris has narrowed her focus on the historic racial wealth gap.

Today, Natalie Wolfsen is CEO of Orion Advisor Solutions, but years ago, her future was less clear after a business she had co-founded went under.