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A client plans to leave an inheritance only for their biological children, icing out the adopted ones. Is their financial advisor obligated to help — or speak out?

These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.

The terminations come amid a renewed push by firms to haul employees back into the office.

Sources familiar with the case say Nicholas Takahashi's name surfaced on a Wells Fargo website long after he had left to work for a competitor.

The Corporate Transparency Act, ostensibly meant to address scams and other crimes, has ironically opened the door to new kinds of scams directed at small-business owners.

"It would be irresponsible for us to ignore factors that can fundamentally impact the long-term viability of investments," said CalPERS interim Chief Investment Officer Dan Bienvenue of climate risks.

Fidelity and Envestnet said they are relaunching a more integrated Fidelity Managed Account Xchange platform to give clients a more streamlined experience.

Like its Wall Street rival Morgan Stanley, Citi sees a path to trillions in client assets in its workplace division.

Data crunched by SmartAsset suggests some areas enjoyed the largest increases in median annual compensation. The No. 1 metro area saw a 101% hike in pay.

Working in teams can boost productivity, make succession easier and allow advisors to move upmarket, new research suggests.

The latest tech can boost productivity, but growth-fueling referrals depend on human interactions that make clients feel safe, smart and valued.

The deal comes as a Raymond James executive questions if advisors who choose to go with private owners won't regret their decisions in three to five years.

Jeffrey Levine and The American College of Financial Services hope to help more financial advisors branch into the related but historically separate field.

Exchange-traded funds bounced back in May, but not all of them benefited from the upswing. Here are the 20 with the biggest outflows.

Here's a smart way to add long-lasting value to your client relationships.

New CEO Ted Pick sees little need to change the "wealth management machine" his predecessor helped bring to "escape velocity."

Exchange-traded funds bounced back in a big way last month. Here are the 20 that took in the most investor cash.

A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.

Tax deductions for meals come with a 50% limit in most cases. Here's a mini guide to noshing breaks for financial advisors, tax professionals and their clients.

Without government intervention, it's estimated that Medicare funds will run out by 2036.