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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.

Billy Long served as a representative from Missouri from 2011 to 2023. 

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

A rapidly growing number currently use models suggested by a broker-dealer, TAMP, asset manager or third-party strategist provider without modification.

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.

Paul Atkins has a long history of criticizing industry watchdogs for what he considers regulatory overreach and is expected to take a light hand with the crypto industry.

Net income in the firm's U.S. wealth business revives following losses related to its City National subsidiary a year ago.

The essential IRS rules regarding the downsides — and potential benefits — of earning extra cash on the side.

Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.

A former wealth manager contends she was unfairly denied disability payments after fibromyalgia and other health complaints forced her to stop working in 2022.

The founders of HPS will lead a new private financing business unit in BlackRock.

The New York firm is No. 1 on Financial Planning's list of the best RIA workplaces. Here's how it got there.

The long efforts to put in place the enforcement mechanisms to attack syndicated conservation easements appear to at last be finalized.

Which registered investment advisors have the best work culture? Here are the top 52, according to the employees themselves.

We've added up-and-coming social media platforms to our offerings to connect with a larger audience of financial advisors and wealth managers.