Practice

With the Federal Reserve poised to unleash its first interest rate increase in almost a decade there's a debate among investors about whether the past is any guide to how markets will react to a monetary tightening.

The partners who own a firm need to create a compensation structure that accounts for their own changing roles over time.

Unbundling fees might clarify the deductibility of your work, but may be tricky for some firms.

Retirees are breaking tradition and leaving their assets to grandchildren instead of their own; Plus tips to avoid taking out a 401(k) loan.

A FINRA arbitration panel ruled in Merrill's favor and against the former wirehouse advisor, although one arbitrator dissented in awarding the firm about $200,000 in attorney's fees.

One way ETFs are more tax-friendly than mutual funds; Plus, how entrepreneur clients can stop overpaying on taxes, and when AMT doesn't have to mean "assume more tax."

The three were expelled for stealing from their employer in different ways, including kiting checks and claiming to make ATM withdrawals they never really made.

The traditional way of charging clients is rapidly falling by the wayside as advisors seek better options. Don’t get left behind.

Plan sponsors are automatically enrolling newly hired employees, as well as those employees who are eligible but not participating in a retirement plans; Plus, the dos and don'ts for the final years of a client's career.

U.S. House Republicans are proposing a 7.7% cut to the IRS budget, setting the boundaries for a budget standoff over the next few months.