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Labor Day Weekend saw more than 7,000 advisory firms and millions of clients make the move from "green" to "blue."

Taylor Swift's impressive financial and career success hold many lessons for financial advisors, whose ranks include her own father.

The team joining Fidelis Capital will specialize in working with wealthy families.

Dan Macklin, president of Summer, explains how employers and employees can tackle their student loans next month.

For at least seven years, the company has sought to recoup more than $5.4 million in taxes using an exemption the agency argues does not apply.

The Swiss banking giant will cover some 3,000 stocks and 18,000 bonds.

Competition was stiff among this year's nominees, with nearly 150 submissions from across the industry.

Eric Rodriguez is a financial advisor, a volunteer, a mentor, an author, a philanthropist, a father and a husband. He's also something else: a Rising Star.

Best-case negotiation scenario? You're happy to stay but willing to sell if the price is right.

FP's playlist gives financial advisors and clients tunes about the almighty dollar that bounce around from jilted to joyful and keep the party going strong.

New recruit hired to lead West Coast family office business.

Regulators allege the CPA provided an air of legitimacy to John J. Woods' scam that defrauded 400 clients in 20 states.

The move disappointed advocates just days after a court ruling viewed by many as clearing a path for the long-awaited product.

Fires like the tragic one that devastated the Hawaiian island are among many disasters where advisors can play a role in mitigating or preventing losses.

The state regulators group plans eventually to introduce a similar system for independent advisor representatives.

If members approve, the Society of Financial Service Professionals and Life Happens would lead rebranded professional education and insurance literacy arms.

The global bank saw a decline in its wealth management headcount for its Americas region even as its invested assets rose.

The strategic relationship agreement carries big potential profits. Here's how the firms plan to ease the transition of 2,600 financial advisors by the end of 2024.

Raising the retirement age is once again up for debate. Is this the answer to a financially secure retirement?

The collaboration will allow CapIntel's network of more than 12,000 financial advisors to leverage the Canadian firm's AI-powered tools.