Several of Cure’s staff have allegedly resigned since the comments came to light.

Eileen Cure allegedly wrote in a Skype message that she is not prejudiced but she does not want to interview Black applicants.

Using RMDs to pay the taxes due on a rollover can ease the psychological pain of forking over money to the IRS.

Financial advisor Alan Kodama’s team aligned with the No. 1 IBD as it reeled in $35 billion in recruited client assets in the second quarter.

Despite fewer incoming advisors, CEO Ron Kruszewski says the company’s pipeline is strong and extending to the independent channel.

This company released a corporate report card so employees know what their retirement investments are going toward — and whether or not it lines up with their own values.

The nation’s largest independent broker-dealer aims to boost expansion even more, and it’s not ruling out launching its own bank.

New reports indicate 497 high-income taxpayers had over $150 million in their individual retirement accounts, and nearly 25,000 taxpayers had aggregate IRA account balances of $5 million or more.

In a session at the industry trade group’s conference, planner Lazetta Rainey Braxton connected racial and financial literacy.

To meet the needs of the swelling ranks of women investors, Wall Street needs to grow our own female advisors, writes Judy Morrill.

The company is making a bid to compete for growing ranks of America’s multi-millionaires and billionaires.

A roundup of this week's news includes advisors on the move, new hires

A new TIGTA report warns, however, that many didn’t follow the rules and could face potential tax penalties.

The deal adds 4M clients to the division’s 16.6M clients.

A new high in loan volume and a notable influx of advisory AUM drove the wirehouse’s business to more than half a billion dollars in second-quarter net income.

Here's what you missed this week in wealth management.

For most people, thinking that investing in crypto with retirement money could save on taxes may just wind up jeopardizing their retirement, writes Alexis Leondis.

The expanding employee channel firm aims to support practice recruiting efforts and help usher in the next generation of advisors.

Kristin Kimmell brings decades of experience and notable success as the replacement to the former head recruiter promoted only last year.

Banks and other institutions are driving significant recruiting moves while aiming to convince more members and clients to sign up for financial advice.