Tax professionals are starting to hear questions from their clients ahead of the official start of tax season about a variety of issues related to COVID-19.

One of the largest wealth managers aims to attract more teams out of the crop of nearly 7,000 advisors leaving employee-channel firms each year.

The firm pivoted away from an aggressive hiring strategy in 2016 and has seen a substantial drop in costs associated with picking up experienced talent.

University tuition is one of the top planning priorities of financial advisors’ clients, and a new book wants to help guide readers on how to pay for it.

Morgan Stanley Chief Executive Officer James Gorman leaped past JPMorgan Chase’s Jamie Dimon as the best-paid CEO of a major U.S. bank.

Arete Wealth’s niche focus on alts for HNW and UHNW clients has given it a strong foothold in a fractured sector, experts say.

Firms are bracing for tougher times in Washington, where Democrats skeptical of large financial-industry paychecks are ascendant.

The St. Augustine, Florida-based advisors specialize in high-net-worth families, business owners, executives and foundations.

Eastern Michigan’s program aims to connect people with disabilities and financial advisors to research and industry resources.

The ex-Morgan Stanley and Merrill Lynch advisors join the wealth manager, which has been aggressively recruiting in recent months.