Practice

This strategy for the qualified conservation contribution gets higher deductions, says Samuel Donaldson, professor of law at Georgia State University College of Law.

The Massachusetts-based planner, who allegedly told clients their money would be invested in a hedge fund, was also ordered to pay $1.89 million to victims.

In an unusual move, the two veteran advisers left the independent channel to rejoin an employee broker-dealer.

Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.

From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.

The regulator says the firm had "widespread failures" in its anti-money laundering programs for both its employee and independent channels.

While large brokerage firms pilot digital advice platforms, D.A. Davidson is holding back to see what works and doesn’t, says a top executive.

Megent is planning to expand its union-sponsored retirement plan services.

Even after Congress phased out two popular claiming strategies, you should remind clients they can increase their benefits simply by being patient.

Funds targeting the industry's youngest retirement investors often take the most aggressive allocation strategies – which had the best five-year returns?