A tax receivable agreement, popular in public offerings but controversial in some eyes, would regularly send extra money to insiders.

An innovative hybrid firm's new brokerage displays how the industry is placing advisory business at the center of its well-financed plans for the future.

Financially, the opioid crisis is hitting Ohio harder than many other states. But a campaign with advisors at its core aims to turn the tide.

The firm isn't "shelving" its offering – it's waiting for Wall Street to emerge from the worst IPO landscape since 2009.

After a longstanding relationship, the New York alternative investments firm buys a chunk of the Swiss bank.

Goldman Sachs Group faces a June 5 trial in a long-simmering gender-bias class action alleging the bank discriminated against thousands of women in pay and promotion.

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.

Plus, Orion Partners with Apex and SigFig expands its executive leadership team

The growing wealth management offshoot of what was once John D. Rockefeller's family office plans to add more than 100 more advisory practices.

Buyers and sellers are overhauling their firms by folding in accounting and newly-launched independent advisors.

Members of the influential fee-only planners group paid tribute to the growth and professionalism during their outgoing chief's tenure.

A retirement plan and wealth practice spanning $1.4 billion displays how independent moves in 2022 are keeping up with or even surpassing those from 2021.

Two RIA acquisitions added $7.7 billion in client assets to the Toronto-based firm's U.S. platform in Q2.

The Financial Planning Association has begun a multi-year effort to legally protect financial planners' titles.

Officials say the additional information would help agencies gain a better understanding of the industry's potential as a source of systemic risk.

The settlement of a gender-based discrimination case against Citi and concerns about a secret agreement between FINRA and Wells Fargo to manipulate the arbitrator selection process are just two developments that have wealth managers on alert.

The Vanguard Total Bond Market ETF, worth roughly $83.8 billion in assets, is now the biggest bond ETF in the world.

The Women's World Banking innovation challenge wants to fast-track ideas that support women's economic prosperity and empowerment.

Al Jacobi followed his longtime business partner out the door from a bank with a large wealth arm that pulled out of an acquisition agreement earlier this year.

U.S. state and city debt surged in July by the most in more than two years.