Practice

The IRS has temporarily stopped sending out tax refunds and the Tax Court has suspended operations as lawmakers in Congress continue their fiscal battle.

VisionPoint Advisory Group is looking to use the giant independent broker-dealer as a base to expand by recruiting more advisors.

Women, in particular single, divorced and widowed women, face different retirement challenges than men and can often benefit from a different type of counseling.

The Federal government shutdown will leave most agencies overseeing the bond market mostly operational in the near-term, but the municipal advisor rule’s implementation will be delayed and issuers are worried that Build America Bond payments might be cut off or delayed.

There is an abundance of technology available for financial planners and their practices. This hasn’t always been the case, but now the selections are almost endless. Here's how new solo planner Dave Grant decides what to use.

Case studies can be a great way to communicate the reasons a client should work with you -- as long as they want to read all the way to the end.

Atlanta Capital and PFM say they will offer more concierge services to families with less than $20 million in AUM.

Bloomberg -- A partisan stalemate that partially shut down the U.S. government may lessen the appetite of lawmakers for risking a debt default later this month.

For a business owner looking to retire, a succession within the family is the most beneficial arrangement, but this can be emotionally charged.

Over the past two years, the number of advisors jumped to 60 from 45, an important factor in the unit’s revenue growth.