Practice

The firm is still determining which other pieces of technology it will retain after acquiring its rival.

Here's an at-a-glance guide to the candidates' positions on individual taxes.

The pandemic and work-from-home arrangements are probably spurring larger budgets.

The No. 1 IBD revealed new details of its W-2 affiliation after it followed rivals into the employee channel with an acquisition it made last year.

“We basically had clients demanding that we find a new home,” after Wells Fargo failed to secure PPP loans for them, an advisor says.

The number of advisors registering with FINRA has fallen since 2016, as more planners elect a fee-only model.

New opportunities and wise practices can maximize the value of your clients’ — or your own — company.

The St. Louis-based firm claims its rival “instructs incoming recruits to compile client information from their former firm” as a matter of course.

As anxious as they may be to take advantage of the opportunity, there are pitfalls and hidden costs, advisors warn.

Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.