Practice

The agency issued its annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes for 2014.

Eight leading managers of money-market mutual funds urged the SEC to alter the way it defines retail funds in proposed new rules for the industry.

Markets are pretty efficient in the long-term but can be wildly inefficient in the short-term. And the short-term is where advisors can provide value to clients.

Non-correlated investments used to entail high minimums and low liquidity — but now even mass-affluent clients can find diversification through alternative mutual funds.

Whether you want to keep working or enjoy a traditional retirement or anything in between, you have options-you just need to educate yourself on the possibilities.

Sean Walters, chief executive officer of Investment Management Consultants Association, discusses how the organization's examination curriculum is changing to account for the evolving needs of high net worth clients and why certification programs in general will face increased scrutiny from regulators.

A run-down of the stories in this issue, including a special report on the state of wealth management.

Wells Fargo President and CEO Danny Ludeman discusses the challenges of marketing and winning new business.

U.S. Trust's Keith Banks says being a part of bank of America helps him deliver more than just wealth management services.

Bob McCann, CEO of UBS Group Americas, says while independent channels are making in-roads and can't be ignored, the threat doesn't keep him awake at night.