Practice

The dispute shows Edward Jones has become emboldened in taking legal actions against advisors perceived to have inflicted harm on its business interests by leaving for another firm, one industry recruiter said.

In a warning alarm about the industry's staffing needs, McKinsey predicted there will soon be a massive shortage of advisors to meet client demand.

Cutting IRS staffing in half over the next 10 months would mean less help and longer waits for taxpayers and let wealthy tax cheats escape paying what they owe.

Every basis point of revenue based on client assets poses competitive implications. Here's how the upcoming change could affect financial advisors' businesses.

John Hicks, the chief marketing officer of Ausdal Financial Partners, sees his firm's lack of private equity ownership as a big part of its appeal.

The newest edition of the Internal Revenue Service's Dirty Dozen tax scams shows that fraudsters going at it as strong as ever.

The pooled private investment funds diversify instantly while deferring capital gains taxes indefinitely.

Software to help advisors better communicate should be more than an afterthought for firms who want to grow organically, industry leaders said at T3.

A change to Social Security will impact millions of beneficiaries. Here's what financial advisors need to know.

Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.