A Mass.-based group of five advisors managing about $800 million in assets is joining Raymond James’ independent channel from ...

McCartan, who became CMO at Hightower in July 2022, shared the “bittersweet update” that she had departed the firm, saying she was unsure but excited about her next opportunity.

The Internal Revenue Service has announced four alternatives associated with the Appeals Alternative Dispute Resolution Program. This is good news. Outside stakeholders have been encouraging the IRS ...

A client, whom we’ll call Lou, is meeting with his life insurance agent, estate-planning attorney and tax advisor. They’re talking about the 2025 tax law sunset, how it could impact Lou’s tax position ...

Co-founder Alan Moore will retain his role as CEO of the Bozeman, Mont.-based billing and payment system for financial advisors.

The IBD filed a notice to appeal with the First Circut Court of Appeals after a Massachusetts federal judge ruled in favor of the Securities and Exchange Commission.

LPL Financial has added a team of advisors in New Haven, Conn., to its Strategic Wealth Services model. Logan Reed, James “Jim” English III, Michael Allegra Jr., and Matthew Fleming join from Janney ...