Practice

The U.S. economy has turned the corner and experts see a better year for Wall Street.

Preparing your clients for the tax plan ultimately agreed upon in Washington.

A run-down of the stories in this issue, including a look at who will influence the wealth industry in 2013 and what the financial markets will hold.

Many firms have enlisted former military personnel to beef up their employee ranks.

A modest AUM tax could make financial planning available to all American families.

For a price, new data-mining services offer access to stunningly detailed personal information on clients and prospects.

Successful planning organizations almost always take a collaborative team approach, building on the complementary skills of members.

It's not about your skills, it turns out - other factors are more important in maintaining happiness and loyalty.

A portion of the health care law could carry some unpleasant surprises for high-income taxpayers.

The U.S. House of Representatives doesn’t plan any votes on the federal budget tonight, meaning that Congress for now will fail to avert $600 billion in tax increases and spending cuts set to start at midnight.