The legislation would rival the $2 trillion March 2020 CARES Act in size and scope and follow a $900 billion December relief package.

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.

With planners aging and the industry’s demographics still far out of step with the country’s, wealth managers are bulking up their support for new entrants.

Part of a push by the company to open offices in underserved areas, Anthony Williams aims to make it “a pillar” of the community, he says.

While her predecessor led the organization through the 2008 financial crisis, Thasunda Brown Duckett is taking the top role at a time of different uncertainty.

The growing practice’s founder dropped his FINRA registration after 14 years with KMS Financial Services.

The new additions represent Rockefeller’s first foray into Colorado.

The exchange operator’s planned regulations are currently too narrow and should be amended, two groups wrote in comment letters to the SEC.

The wirehouse picked up a 43-year veteran from its rival.

The training and certification organization chose a former bank and nonprofit official to lead its new Center for Economic Empowerment and Equality.

The wealth manager aims to build connections and take feedback through a new group resembling ones launched by rivals in recent years.