The top advisor this year, James Hare from Pinnacle Bank and Raymond James, views himself as the Warren Buffett of Nashville.

The regional firm launched its seventh new office this year.

The broker-dealer has also appointed a new northeastern regional director for its independent contractor division.

Fees are down, making analysts targets for cuts.

Some of the changes to rental property rules may be confusing for clients.

The industry risks becoming more of a boy’s club, rather than less of one.

The holidays are fast approaching, which means it is time to start doing some year-end tax planning.

Ameriprise scores big in its latest round of recruiting.

The firm is changing course in response to a shifting regulatory landscape and advisor feedback.

With 27,000 advisors on the move this year in wealth management, the industry remains in a period of flux.

Find out where this year's programs fall on the map.

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.