The exit of David Knoch is the latest change at the growing and rapidly pivoting tax-focused IBD formerly known as HD Vest.

The nearly $4.5 billion deal is another case of consolidation in the industry, as firms grapple with falling fees and the rising challenge from managers of index-tracking funds.

A Roth conversion “not only to minimize heirs’ tax burden but also to sustain the growth of [their] retirement savings."

OneDigital’s acquisition of Resources Investment Advisors shows a convergence between two major spaces within financial services.

Captrust wins a heated battle to expand its North Carolina footprint.

CEO Peter Mallouk wants to create a “reserve” to see the RIA through any economic downturn.

Two other groups of MML Investors financial advisors have boarded what the expanded firm’s CEO calls a “big boat” under Coastal Wealth.

The 8,000-advisor IBD network will launch “a more robust hybrid offering” this year, Head of Wealth Management Tim Stinson tells Financial Planning in a new podcast.

Retirees can reverse their claiming decision, but not without considering one important caveat.

The proposed acquisition is under scrutiny from advisors as well as the Justice Department.