Practice

Clients may be in a better position to do tax-loss harvesting now than wait until the year ends. Plus, 7 tax tricks for clients who own homes, and the smart-tax way to use an HSA.

Apart from retirement savings, home equity is another source of wealth that Americans can use to help fund retirement; Plus, why your retirement could cost you an extra $25,000.

Fiduciary proposal opponents suggest that robo advisors may be unregistered investment companies, in violation of both the Investment Company Act of 1940 and SEC regulation.

These are now less common as an estate must have more than $10.8 million to be taxed.

Where and how to get up-to-date and concise information.

Destitution can strike anyone—rich, poor and in between—even if they have the basics of an estate plan in place.

Morgan Stanley's move to push more cases to an arbitration system of its choosing tilts the playing field against advisors and curtails their rights, opponents say.

Planner Brittney Castro takes an unorthodox route to prospecting young clients and if you don't like it, she's like, you know, cool with that.

For starters, these may be subject to the 3.8% net investment income tax.

Blackstone Group is expected to pay $39 million to settle claims stemming from a U.S. regulator's probe into whether private equity firms put their own interests ahead of investors'.