Practice

Tax benefits for individuals and small businesses that expired in 2013 could have an impact on as many as one in six taxpayers, according to a new analysis.

Stepped up data demands and scrutiny by industry regulators on asset managers have transformed technology procurement and implementation at firms into a complex process that requires close cooperation between chief technology and compliance officers, among other executives.

Retirees should consider downsizing their homes before taking a reverse mortgage; Plus, the only time when retirees should use retirement funds for something other than retirement.

Hackers with Wall Street expertise have stolen merger-and-acquisition information from more than 80 companies for more than a year, according to security consultants who shared their findings with law enforcement.

For many advisors and their clients, this practice has evolved from a strictly year-end affair. But does it pay off? Is it over-hyped?

“It is easy to screw it up, and it’s happening a lot,” says Robert Gordon of Twenty-First Securities.

As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.

Planners offer their guidelines for helping wealthy clients accomplish more good with their money.

Technological shifts happen quickly. The industry finally seems to have noticed.

Creative ways to measure the effectiveness of an advisor's online efforts.