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Lawmakers introduced two pieces of legislation to completely eliminate taxes on Social Security benefits and extend the premium tax credits for health insurance for one year

Also this week, Wells Fargo recruits from LPL, RBC and TD Private Wealth, and Corient moves overseas in a deal that doubles its AUM.

Even after more than three years of Republican-led attacks against environmental, social and governance investing, the strategy is still "extremely important," according to RBC BlueBay Asset Management.

The technology can sift through large data sets at a rapid clip, which means advisors need to be proactive about documentation, self-examination and implementation of AI as infrastructure.

Merrill and Bank of America Private Bank seeks niche private equity opportunities for its ultrawealthy clients, while Goldman looks to retirement savers and Wells Fargo to everyday investors.

Though one study recently found that 78% of hiring managers said they expect AI use will lead to layoffs of recent graduates, advisors say plenty of on-ramps into wealth management will remain — they just might not look the same.

Rising health care and long-term care costs are reshaping retirement planning. Advisors need to know how the landscape is shifting for retirees.

A speech by Louis Barajas, a panel on entrepreneurship and a dating game-style mentorship matching event illuminated advisors' hard-earned lessons.

Registered investment advisor Savant Wealth Management acquired PrairieView Partners, a CPA-led RIA based in St. Paul, Minnesota.

As access to and interest in alternative investments grow, financial advisors could differentiate themselves by earning the CAIA mark.

A record high in attendance and backers like LPL, Morgan Stanley, Carson Group and FPA highlight how the industry has taken notice of the SER Summit.

Dutch pension fund PFZW has dropped a $17 billion mandate with BlackRock, citing concerns over climate risk and sustainable investing priorities.

Golden State Wealth Management is just the latest large advisory team to exit UBS following changes the wirehouse made to its compensation policies.

MML Investors Services, ONESCO and Integrity Alliance (formerly Brokers International) top the list as independent brokerages compete for financial advisors.

"It doesn't take but one comment or one market-moving data point to cause ETFs to shift the market pretty considerably," said Ajay Thomas, head of public finance at FHN Financial.

How to avoid FINRA and SEC blowback as the AI arms race pushes advisory firms into regulatory hot zones.

Now in its fourth year, the annual beachside conference is bigger than ever, with satellite events planned throughout the year.

Errors and omissions policies may not represent the most exciting aspect of launching an advisory firm, but experts say custodians often require firms to purchase this and other insurance.

The IRS posted guidance just in the nick of time for some taxpayers on the treatment of research and experimentation expenses under the new tax law.

Vanguard was accused of giving advisors incentives to enroll clients in certain financial service without disclosing how they were being compensated.