Practice

It’s time to serve clients at every income level, the influential adviser says — in a big strategic departure from his firm's past emphasis on landing ever-wealthier prospects.

The fast-food executive withdrew amid controversy over his personal life.

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.

The recruit joined the bank’s private wealth management division after 14 years with the wirehouse.

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.

Finhabits is billed as the industry's first bilingual digital platform.

With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.

Reflecting industry concern with Department of Labor rule requirements, the firm dubbed the platform as a "One-Click Fiduciary."

Brokerage chief Jim Weddle balks at offering automated advice as it would be "an alternative to working with our financial advisers."

How a couple wrote off cat food and other breaks that boosted refunds. Plus, how charity counts toward an IRA withdrawal.