From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.

CEO Jamie Price's team is considering a range of potential strategies that could represent significant changes to the private equity-backed firm.

Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.

The line between independent firms and wirehouses is beginning to blur, causing advisors to rethink their options, writes recruiter Louis Diamond.

The move comes as First Republic's struggles in the banking crisis have driven many high-profile advisors to leave, creating an opening for others to poach.

Even though there's not a way to predict who might face the next wave of layoffs, advisors can help clients prepare their finances.

More than 41% of U.S. workers drain their retirement savings when they quit or get fired, according to a new study. Why?

CEO Greg Fleming's team secured more than $600 million in capital that brings together two of North America's influential financial families.

Wealth managers are increasingly pledging to address diversity, equity and inclusion in their businesses.

It wouldn't be easy for elite advisors at the bank to leave, for reasons ranging from loyalty to deferred compensation. But as spooked clients demand stability, some competitors see a rare opening to recruit.

The advisors left a firm called Regulus and aligned with AdvisorNet Financial as they seek to build a larger base of individual wealth and planning clients.

Sergio Ermotti, who replaces Ralph Hamers, is tasked with integrating Credit Suisse, a monumental job.

The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.

Only 13% of 242 active manager portfolios across the world had a woman as lead or co-lead in 2022, according to new research. The number has hardly changed over the past two decades.

He spoke at Future Proof after the firm unveiled its collaboration with Dynasty Financial Partners and a funding rounds that raised $80 million.

Asian Americans and Pacific Islanders have unique planning needs that aren't always met in the industry.

As their financial confidence grows, women want to help others succeed, too.

A new scorecard show 13 of 68 companies got an "A" grade for being upfront about inequality in employee pay — and 25 got an "F."

The case comes as employment suits related to mental health disabilities are expected to increase coming out of the pandemic.

Marguerita Cheng's career path highlights the barriers many women and minorities face in wealth management – and how to push through them.