Practice

Analysis: Smaller firms may sometimes require more due diligence for advisors considering a move. Here's what to look for.

The IRS is warning tax preparers that clients who fail to file their tax returns for last year run the risk of missing out next year on advance payments of the premium tax credit for health insurance under the Affordable Care Act.

Warnings of a liquidity crisis in the bond market are a myth created by Wall Street in hopes of repealing regulation, said Krishna Memani, the chief investment officer of OppenheimerFunds.

Retirees can expect no inflation adjustment in their Social Security benefits in 2016; Plus, the cheapest and most costly states for retiree health care.

The changes may lead to more short-term trading, not less, says broker and tax expert Robert Gordon.

Commentary: All signs point to the need for advisors to change, simply in order to remain relevant to clients and prospects.

Deductions high-net-worth clients won't want to miss. Plus, how to save on Social Security costs and doing the math on real estate taxes.

The wirehouse collects for breach of a promissory note.

After "deep consideration" and despite legal obstacles, Kimberly and Jeff Camarda say they still want to right "grave wrongs."

Commentary: Firms can more effectively compete with digital upstarts and grow AUM by adopting new strategies that scale the business at a much lower cost.