The recruits, formerly managing $885 million at their previous firms, are expected to push Concurrent's asset total to $9.7 billion.

The IRS introduced changes to certain contribution limits to 401(k) and retirement plans for 2025, while some limits will remain the same.

The largest fee-only RIAs expanded rapidly in the past year, but a new No. 1 led a group including Savant, Moneta, EP Wealth, Modera and The Mather Group.

President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.

Fifth Third Bank also draws a big team from Truist, and Morgan Stanley from Merrill.

UBS is reducing pay substantially for sub-$750K producers and making smaller reductions for advisors on the higher end of the scale.

A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.

A government watchdog reports that Labor Department regulations haven't made much of an impact on the levels of disclosure and comprehension.

The division director of the northeast for Raymond James Financial Services shares how the group works with some of the biggest names in the industry.

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.