Questions about job losses and real estate are adding more complexity to the usual post-deal issues involving advisor retention and company consolidation.

Helping employees reach a financially stable retirement is a top priority for employers.

The largest banks have cut compensation or held it steady for their top executives. Many regionals, though not all, are expected to make similar decisions as boards balance the desire to reward strong leadership during the pandemic with lackluster financial performance and public relations concerns.

The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.

The firm hopes to more readily attract talent from rivals.

The quartet of financial advisors range in age from their 20s to their 90s, and are the second group to sign with Dynasty this week.

A Biden proposal to change the tax deduction for contributions to a tax credit could have serious implications.

All trusts named as beneficiaries before the SECURE Act may need to be updated, says one analyst.

The group includes an advisor who oversaw $843 million.

Firms are on the hunt for new talent, and they are upping their offerings to find and keep it.