Practice

The deal is part of CEO Jamie Dimon’s pledge to “get faster and be more creative.”

Results published Monday show that 46% of White people are working with professionals to plan their finances, while 38% of African Americans, 36% of Asian respondents and 44% of Hispanic people are doing the same.

Qualified small business stock may lose a lot of its value if congressional proposals go through.

It's the latest rollout of services to U.S. customers by the London-based company.

The agency will consider whether to require affluent taxpayers to pay tax on transfers to trusts made under higher exemptions that expire come 2026.

An in-depth look at the provisions being considered for the new legislation.

The alternative investments company hopes to offer increased education and access to the sometimes controversial products.

Fed up with the traditional brokerage training programs, financial advisors are opening more doors right into independent practices.

The question revolves around each individual practice’s specific structure and outlook more than any other factor.

The XY Planning Network of fee-only advisors and investment advisor Michael Kitces say consumers are being deceived when brokers use labels like “wealth manager” and “financial advisor.”