Practice

A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.

Matthew Edwards changed his firm for the first time in his 25-year career when he launched an independent advisory firm under a new brokerage, RIA and custodian.

The team builds momentum for the firm's recruiting efforts in the West.

The agency has indicted almost 800 people for COVID fraud, and has a 98.5% conviction rate.

The budgeting app has already garnered support from NBA superstars and is looking for more growth.

The retirement crisis looms larger than ever as new research shows how many U.S. adults have no long-term savings.

A report by Advisor Growth Strategies delves into key concepts the dealmaking advisory firm says the industry doesn't discuss enough.

Crafting financial plans can be challenging when your client has more than one life partner. Here's how advisors can best serve people in throuples, polycules and other types of relationships.

More than half of millennials are working toward financial independence, not a traditional exit from the workplace.

A mother-to-be in Maine is expecting not only a baby but a generous gift from her father-in-law. How should she make the most of it?