Modern Wealth also takes on $1B in AUM through two acquisitions, and LPL hires a chief data, AI officer from JPMorgan.

The M&A flow may suggest that only the giants of wealth management will be able to navigate the business, but that dominating narrative is wrong.

Goldman Sachs, Bank of America, Wells Fargo and Truist are facing pressure from ISS, Glass Lewis and SOC Investment Group over their 2024 pay packages.

A house on Alaska Avenue in Cincinnati's Avondale neighborhood is central to one planner's protests over HUD's possible clawback of 78 grants.

Internal Revenue Service employees are being offered a last chance for a voluntary buyout as the Supreme Court blocked a ruling requiring the IRS to rehire workers.

From "super catch-ups" to the saver's match to "Rothification," 2025 looks to be a bumpy year for retirement nest eggs.

The deal, expected to close in the second half of the year, will bring in $16 billion in client assets and 110 advisors.

Meanwhile, former Charles Schwab CEO Walt Bettinger saw a 10% compensation increase for his final year on the job.

Also this week, Raymond James recruits from Morgan Stanley, and Mercer Advisors and EP Wealth Advisors make big M&A deals.

The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast approaching 29,000. (Plus, experts say he'll be writing big checks.)