The pass-through measure is one of many provisions included in the tax revamp that could have unforeseen effects once they’re applied in the real world.

KMS adds Hansen Wealth Management, InvestCloud to provide the tech platform for Chilton Trust and Blue Duck Wealth Management launches new advisor portal.

“We are now free.”

Consumers are ready to trust tech giants with financial services, but regulatory hurdles might get in the way.

Recognizing new opportunities helped Quincy Jones succeed over seven decades in the music and entertainment industry. Now, he’s helping an indexing firm navigate the industry’s innovations, and raising awareness that investing in the space is...

$300 million NPH firm leaves for FSC Securities, Angie Hebers launches an online education program for advisors and David Cassidy's former attorneys sue his estate.

The organization said direct dialogue with the SEC and the agency’s public comments points in that direction.

Clients want flexibility when it comes to paying a financial advisor.

MidAtlantic Retirement Planning Specialists join from Cadaret, Grant.