Wealth management

Bizarrely, the administration’s plan targets two loopholes that pass-throughs often use to lower their tax bills, says Bloomberg's Alexis Leondis.

Home to more than $3 trillion, outperformance among the leaders comes with some caveats.

At the brokerage and wealth management arm of Ally Financial, Bell leads the team responsible for shaping the insight on investing and the global markets that is shared with customers.

Ta is aiming to reduce turnover at Wells Fargo Advisors by revamping the succession planning program.

The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118.

The company has benefited from a market surge, new investors and an uptick in broker breakaways.

Peter Mallouk’s firm made its second multi billion-dollar deal in three months after its first private equity infusion last year.

Here’s what managers at some of the largest firms have been discussing and say should be top of mind in the months ahead.

The administration's proposal for the capital-gains tax rate is in part a throwback to the Reagan years, an expert says.

The deal will nearly double Congress Wealth Management’s client assets.

Anyone can call themselves a wealth advisor these days. Here are credentials that count.

The parties are combining forces to offer other practices a longer term alternative to private equity deals.

The self-clearing custodian has unified its broker-dealer and RIA segments under one division at the company.

Private equity-backed Wealth Enhancement Group unveiled its third largest deal ever and its first location on the West Coast.

Average earnings and housing costs are just some of the factors taken into account in a new report.

Most young and mass market clients still turn to traditional firms, but a shift toward app-based accounts is under way, according to Broadridge data.

Joe Skarda, who was previously managing director of JPMorgan Chase’s U.S. wealth management central division, will oversee a unit that houses Key’s private bank, family wealth and mass affluent business segments.

The new rate, up from the current 37%, would encompass less than 1% of taxpayers, a White House official said.

Despite a competitive fight among wealth managers for advisors, clients and industry AUM rankings, most practices are very small businesses — and some advisors want them to stay that way.

Advisor Group, Raymond James, LPL, New York Life, Stone Point Capital, and other news and moves of the week in the financial advice world.