Your Firm Was Acquired. How Do You Tell Your Clients?
By Rob BurgessFirms must think through how to roll out these changes long before a deal is announced.
August 11, 2026
American College Introduces DAF Designation ProgramThe inaugural Donor-Advised Fund Certified Professional coursework begins Sept. 1.
August 11, 2026
Ex-NY Life Rep Falsified Annuity Applications: FINRAQi Hua Yang was fined and suspended for providing false account numbers as funding sources, according to the regulator.
August 11, 2026
Bob Doll: The 'High Risk Bull Market' Is Getting RiskierThreats to the sustained surge are growing, the Crossmark Global Investments CEO says.
August 11, 2026
Morgan Stanley Starts $1.5T Venture for InnovationThe bank plans to work on capital raising, financing, advisory and other related activity in the next decade.
August 11, 2026
11 Best & Worst Broker-Dealers: Q2, 2026Most of the financial services industry's biggest firms topped analysts' profit estimates in the latest quarter.
August 11, 2026
When Older Clients Remarry, Prepare for These Planning ChallengesMerging two established financial lives creates complications that aren't usually faced by younger couples.
August 10, 2026
She Wanted to Hire a Financial Advisor. Her Boyfriend Said No.Prospective female clients sometimes drop advisors after romantic interests object, advisors say.