Practice

The law has numerous income tax consequences for individuals and businesses.

Distributed ledger technology is expected to provide advisors with more transparency in a variety of transactions.

They will have a lot of questions. Here are ways to put the decline into perspective.

After seven acquisitions last year, Captrust snares $300 million Knox Capital for its first 2018 deal.

Retirees are advised to step back to get a better perspective and then review their asset allocation in their portfolio.

The revamped toolset includes financial planning software and fraud and identity theft protection.

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

Although it represents a big industry shift, it's not the end of the world, says former UBS advisor turned RIA owner Greg Hersch.

The barred advisor and his brother defrauded a widow as part of a real estate investment scheme, according to federal prosecutors.

The regulator proposed rule changes that will make it considerably more difficult for advisors to erase customer complaints from their disciplinary records.