Andrew Shilling

Standout firms and individuals were awarded by NICSA their efforts in transforming industry operations.

The crash of 2008 was intense but, in hindsight, short-lived. Market gains began a few months afterward and have continued with few exceptions.

Certain clients may consider donating directly from their IRAs.

The IRS estimates alternative minimum tax filings will decrease to 1 million from 10 million as a result of the law.

One way to avoid the additional burden is to take advantage of tax-deferred retirement accounts.

The expense ratios for these funds were closer to that of the average actively managed equity mutual fund.

Clients preparing for a life-altering event — such as marriage, divorce or a new baby — are advised to start getting their paperwork in order.

Fees were nearly half the price of the top-performing active funds.

Wealthy families can enjoy a $2,000-per-child break with the expansion of the child tax

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.

Clients have a tax-saving opportunity to transfer pre-tax contributions in retirement accounts to a Roth or life insurance policy under the new law.

These expense ratios were closer to the average fund fee in 1996.

Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.

Tightening regulations and digital innovations are among the most important issues facing distribution channels, executives say.

Many sectors have rallied the past decade, but tech and health care outperformed.

A big difference in fees may not be enough to offset taxes on capital gains.

The biggest losers so far? High yield bond and large value products.

Some funds that were in the black still turned in a poor performance — it’s all relative.

Failing to monitor reinvested dividends could boost their tax bills.