Practice

Advisers and experts offer insights about the changes and issues the industry will face next year.

Clients can claim a tax deduction for Medicare premium payments and contribute to a tax-advantaged spousal IRA if they continue working.

The new recruits joined from Merrill Lynch and Morgan Stanley.

Have a meaningful conversation with clients about year-end strategies that factor in potential changes in taxation.

Advisers can turn that pessimistic outlook into better preparedness.

Help clients filter out the noise around potential changes to the system.

Advisers "have to adapt to a new America," says TD Ameritrade Institutional President Tom Nally.

With a close watch on the policies from incoming President-elect Donald Trump, industry leaders and analysts share their predictions for industry trends in 2017.

The lawsuit alleges that Muirfield President Geoffrey Stern exposed Highland to "public hatred, ridicule and disgrace."

Everyone wants online wealth tools, not just millennials.