Practice

Morgan Stanley fired an employee it said stole data, including account numbers, for as many as 350,000 wealth management clients and posted some of the information online.

This year will bring more municipal advisor and secondary market transparency regulation, while a newly Republican-controlled Senate could lead Congress to scrutinize and possibly ease existing laws and rules.

A new book says the looming crisis is the result of lawmakers' inaction as well as people's poor saving behavior and decisions.

Life under $150 million: Successful smaller firms say they've overcome common challenges by embracing a long-term view.

The IRS will begin accepting tax returns electronically on January 20. Paper returns will begin processing at the same time.

The past year has taught retirement investors that stocks will produce yields despite volatility; Plus, the biggest risk investors are taking with their retirement nest eggs.

How clients can face higher taxes on gains paid by underperforming mutual funds, shrink their tax footprint and spend their tax refund wisely.

This is a critical time for the industry, with demographic and technological shifts creating tectonic pressures. Here are a few trends all advisors should follow.

As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust.

BIC's Top 50 came out last month, as well as the Next 50. Combined, they highlight the top 100 advisors in the bank channel—meet number 101.