Maddy Perkins

For example, taxpayers should not panic about the new cap on state and local tax deductions.

In an internal memo, CEO James Poer pledges that any change to the firm’s capital structure "would be made with your business in mind first."

Find out where this year's programs fall on the map.

So-called opportunity zones created under the new tax law can offer clients a unique chance to save.

The inaugural event builds on mounting industry interest in improving its historically dismal record on growing the ranks of minorities and women in wealth management.

Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.

Some can expect an increase in their tax bill thanks to Social Security income taxes and higher Medicare premiums.

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

Even as the prospective client base grows more diverse, a majority of advisors remain male, white and over the age of 50.

Distinguishing features of undergraduate and graduate programs for advisors offered by leading colleges and universities.

Some senior clients might consider buying a quality supplemental insurance plan, according to a Morningstar expert.

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

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

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

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

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

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

As digital technology transforms wealth management, industry leaders take a stand on where the field is headed.

After planner Bob White helped a client on one of her darkest days, she turned to him on one of her brightest ones, too.