Practice

The estate is arguing that a tax bill calculated by the IRS overvalued assets including real estate, a Bentley automobile and the late singer’s “image and likeness.”

In 2012, nearly 27% of commercial banks offered investment services, marking the first increase in over a decade.

RIAs have a new top cop in Washington.

When are you most efficient in the day? Figure it out -- and then organize your daily time management strategy with your own circadian rhythms in mind.

"This may sound sacrilegious for a planner, but I’ll admit it: I’m not a big fan of investment management," says solo advisor Dave Grant. Here's why Grant decided to use a TAMP instead.

For traditional Super OSJs to survive and prosper over the long term, they must begin to provide a more dynamic set of services to independent advisors – who increasingly are facing greater practice management, asset management and technology complexities.

RIAs have a new top cop in Washington.

Bloomberg -- Con artists are taking advantage of the legalization of medical marijuana to lure investors into buying stock in weed-related companies, regulators said.

Con artists are taking advantage of the legalization of medical marijuana to lure investors into buying stock in weed-related companies, regulators said.

Bloomberg -- President Barack Obama met with Federal Reserve Chairman Ben S. Bernanke and other financial regulators to urge quicker progress on implementing the Dodd-Frank law.