Revenue Procedure 2014-61: IRS sets certain inflation-adjusted tax items for 2015

While Raymond James Financial’s revenue and earnings were up year-over-year, they fell sequentially, due in part to volatility and uncertainty in the capital markets segment as well as a $10.5 million adjustment related to mutual fund...

Both President Barack and Republicans promised to deliver cybersecurity legislation on Tuesday, but it remains unclear what those proposals will look like and how they will benefit advisors and financial services firms...

No one man can replace Ric Edelman. Ric Edelman, founder of Edelman Financial, has started the process of installing a successor.  He moved CFO Rene Chaze to the newly created COO role after going through a list of 50 some candidates, but th...

Despite efforts to draw more people into this industry, the ranks of financial advisors just got smaller. A recent report by Cerulli Associates found that the industry shrank 1.9 percent to 287,119 advisors in 2013. Asset levels, however, are on ...

Your clients shouldn’t be jumping for joy or buying you a bottle of Pappy Van Winkle if their portfolios outperformed in 2014. They should, instead, give you the boot, says wealth advisor Ed Butowsky, writing on TheBlaze.com. Advisors whose cli...

Betting on an economic recovery in the Detroit area, Lebenthal Wealth Advisors has opened a new office in Birmingham, Mich., the firm's fourth office outside of New York. Lebenthal tapped former Morgan Stanley advisor William Burke to...

Help the staff of WealthManagement.com identify the contenders for its annual Wealth Management Madness tournament by naming who you believe to be the most influential person in the industry over the past year. Fill out this form with the name ...