Edward Jones ' teaming options are bearing fruit, with the firm now attracting advisors with larger books of business as well as those needing a succession plan, according to Principal and Head of ...

As the end of the year approaches, advisors have little time remaining to make changes that will maximize clients' tax efficiency through strategies such as charitable giving and tax-loss harvesting.

JPMorgan Chase continues integrating cryptocurrency despite its chief executive's oft-mentioned aversion to it, rolling out a tokenized money-market fund — its first — on the ethereum blockchain, ...

TIAA Wealth Management said it's embarking on a rebrand, launching a new campaign to position itself for its "next chapter of growth" by hiring more advisors and by targeting the kind of customer who ...

This story originally ran on Financial Advisor IQ sister publication Ignites.

Registered investment advisory giant Creative Planning announced it has acquired longstanding RIA Marshall Financial Group, in Doylestown, Pennsylvania.

Cerity Partners is the latest firm to delve further into the private market space, with a new partnership aimed at giving clients access to the secondary market.

Empower 's registered investment advisor unit has filed a lawsuit alleging breach of contract and misappropriation of trade secrets against venture-capital-backed upstart RIA Savvy Advisors and a ...

Artificial intelligence is creating opportunities for financial advisors to save time spent on the minutiae in their business, but the benefit of the technology will only be realized if that time is ...

The House of Representatives has passed new package of bills that includes legislation aimed at broadening the "accredited investor" definition, expanding access to capital for small business, and ...

Swiss lawmakers have proposed a compromise on the planned capitalization requirements for UBS ' foreign subsidiaries, sending its shares up by around 5%, according to news reports.

NewEdge Capital Group has tapped an experienced Morgan Stanley wealth management leader and former head of Iconiq to lead the company. Advisor moves typically slow to a trickle as the calendar year ...