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More Commonwealth advisors choose Osaic over LPL Financial, while LPL picks up a pair of Edward Jones advisors.

Respondents in this month's Financial Advisor Confidence Outlook cheered the prospect of a Fed rate cut, but they didn't feel good about much else.

Amid legal scrutiny, Morgan Stanley is making changes to its deferred compensation policies while adding sweeteners for asset growth and deposit growth.

Over the past 18 years, the independent brokerage channel of the industry has surged massively while also evolving significantly.

The proposed regulations on the "no tax on tips" provision of the One Big Beautiful Bill Act outline which jobs and tips would be eligible.

Two studies from Morningstar dive into the subtleties across the various categories of funds and the sources of the gap between actual and total investment returns.

Senate and House Democrats proposed a bill to ensure billionaires pay a "fair share" of taxes, without actually raising their tax rate under current law, while Republicans advanced legislation pertaining to the IRS and the U.S. Tax Court.

Wealth management firms can purposefully create an atmosphere centered on growth — but it takes effort and intention, said Daniel Crosby of Orion and Brad Johnson of Triad Partners.

The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.

New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors.

Attorneys and other compliance experts say it's important that financial advisors greet any type of negative feedback with a thoughtful response — especially if it could turn into a legal matter.

After right-wing activist Charlie Kirk was killed, some workers found out the hard way that personal social posts had professional consequences. Experts say the time for firms to strengthen policies is now.

The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.

Nancy Beaton, President of Uphold U.S. and CRO/CMO of Uphold Ambre Soubiran, CEO, Kaiko Raghav Chopra, Managing Partner, Tephra Digital Moderator: Holly Sraeel

The Internal Revenue Service and the Treasury issued final regulations on the new Roth catch-up contribution rule from the SECURE 2.0 Act.

In an earlier than usual announcement, UBS said it will update its 2026 compensation grid for U.S. advisors, aiming to curb departures and encourage more work with high net worth clients.

Older and younger Gen X clients have very different needs, goals and outlooks. Advisors who treat them as one group risk missing the mark.

In a prerecessionary landscape, assets must earn their keep across a range of projected scenarios.

Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.