Acquisitions in wealth management have proven tricky in recent years.

The executive argues the firm’s ownership structure is giving it a leg up — rather than posing the issues for advisors decried by critics.

Many of the bill’s provisions are taken from the Retirement Enhancement and Savings Act, which enjoyed some bipartisan support.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

Executives say valuing friendliness alongside other factors is helping to drive a record $66 million in incoming production this year.

The firm has seen a number of planners exit in recent months.

About 30% of fund manager appointments in the firm’s equity unit have gone to women in 2018, the most in five years.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

The firm’s efforts mirror those at other firms and associations that are trying to improve the profession’s diversity.

The hiring spree follows the firm’s move earlier this year to become a member of the Broker Protocol.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.

There’s now a way to measure whether these products do what they promise.

The latest recruiting sweep included eight advisors in five states.

Tania Mirchandani alleges that she lost her job because she took Goldman’s entire four-month paid family leave.

The fully-independent channel remain a competitive threat to IBDs attempting to retain top advisors while dealing with lost revenue.

Tru Independence is partnering with a marketing organization specializing in the commission-free protection space.

The broker is the fifth advisor this month to part ways with Raymond James.

The broker-dealer alleges Jason Kirkland violated company policy, used confidential information and broke his 12-month non-solicitation agreement, among other claims.