Practice

Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.

Tax planning is becoming a more popular holistic offering for financial advisors, but tax time can become hectic.

Wealth management firm Americana Partners acquired NRT Consulting, a full-service financial consulting and accounting firm, on Tuesday.

State and local tax burdens vary widely depending on how taxes are structured. A new WalletHub study provides a definitive ranking.

Long-term financial security isn't always served by capturing the biggest account assets. Here's how financial advisors can best serve divorcing clients.

The investment recommendations from a now-barred broker may ultimately cost the St. Louis-based firm more than $200 million in various penalties and awards.

With enhanced ACA subsidies gone, even a small income mistake can cost clients thousands.

In contracting for various digital and operations services overseas, Edward Jones is tredding a path blazed by industry rivals like LPL Financial and Ameriprise.

A decade after the SEC first raised concerns about outsourced CCOs, the model is growing. But the fundamental tension remains: How many firms can one person truly oversee, and at what risk?