Financial Planning's Justin L. Mack gives a first-person recap of the rap concert that closed out night three of the one-of-kind wealth festival featuring plenty of California beef, and California "grass."

A crew of firm founders and game changers now have a seat at the Wealth.com table.

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

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.

The paperwork of moving client assets in a transition is a chore for many advisors, but crucial to their success.

From boat cruises to wine bottles to equity compensation, here's what successful recruiting for advisors looks like in 2023.

The agency and the Treasury Department two-year reprieve gives retirement advisors time to prepare — and a preview of upcoming guidance about Secure 2.0.

Join us for a talk with Jennifer Povlitz, Division Director of U.S. Wealth Management at UBS, for a conversation on the state of talent recruiting in the industry and what firms are doing to win advisors.

Raymond James had scored the big team in May, before Securian's sale of its retail wealth business to Cetera closed.

The Internal Revenue Service is giving people until 2026 to comply with a new requirement for Roth catch-up contributions.