From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

Michael Bernier oversaw roughly $165 million in client assets at Canter Strategic Wealth Management, a firm with $300 million under management. Then he left to join LPL.

The SECURE 2.0 Act contained changes to traditional and Roth individual retirement accounts and 401(k) plans that are being phased in over several years.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

Cetera also names the next president of its wealth management division and Corient scoops up a $7.9 billion RIA in Maine.

Independent firms are going beyond traditional wirehouse compensation packages to promote collective partnership and reward incoming teams.

Mentors encourage and inspire — sponsors take action to speed women's way up the leadership pipeline.

The current limits for a deduction tied to state and local duties and the debate on the extension of the TCJA provides a lens to examine gender-based disparities.

The case stems from Raymond James' recruitment of the $2.8 billion Wise Advisor Group from Baird, which also landed a penalty for a broker protocol violation.

Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help.

Betterment at Work surveyed 1,000 employees about how confident or anxious they're feeling about their financial futures.

The rival firms will pay for a forensic consultant to preserve evidence of transferred confidential data while they await FINRA arbitration.

Amplified Planning is expanding beyond the Externship into a new four-month course and a monthly subscription service for outsourced professional development.

Homrich Berg also acquires a $6.4 billion RIA and Hightower takes a stake in an $800 million advisory practice.

Even among retirement-age Americans, many nest eggs are almost empty, according to an alarming new study by GOBankingRates.

Scott Burnett and Peter Kelson, formerly of Zions Direct, plan to work mainly with public entities, corporations, foundations and endowments.

Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?

The 10 largest transitions include deals by LPL and Osaic, hybrid RIAs that received private equity infusions and even a new public offering by a SPAC investor.

A 20-plus-year veteran replaces Manish Dave, who left the post in October.

Recruiting moves, M&A deals, influxes of capital, internal rollups and business pivots are fueling the industry's race to scale.