Practice

Taxes have moved up client priority lists in the aftermath of the fiscal cliff deal creating new opportunities for, according to a survey by SEI. This creates some new opportunities for you.

Wealth management firms want advisors to spend more time in front of clients, and will be rolling out new technology to free them up to do just that, according to a survey by Ernst & Young.

While the Supreme Court wrestles with the issue of whether the federal government should recognize gay marriages, advisors should not let married gay and lesbian clients wait on the sidelines for a decision, estate lawyers say.

Vanguard is shaking up its government relations office.

New rules to reduce risk in money-market mutual funds will be proposed in the next two months by the U.S. Securities and Exchange Commission, which won’t be slowed by a leadership change, a commissioner said last week.

Wells Fargo has rolled out a website to help customers, and eventually non-customers, meet their retirement savings goals.

Changes to the tax laws at the beginning of the year resulted in a delayed tax season in which the average tax refund declined slightly, according to a new government report.

Retirement income experts have a new professional designation to brag about.

Complexity and inconsistency within the tax code continue to be a major problem for small businesses, with one out of four small businesses reporting that they need to spend 120 hours or more per year on the administration of federal taxes, or three full work weeks, according to a new survey.

“To build online influence in the age of social media, you must build a powerful online presence and consistently publish your thought leadership insights through a professional blog site,” says Stephanie Sammons, founder of Wired Advisor, a company that helps advisors set up search engine optimized blogs.