Practice

It's typically advised to shift income into the future to reduce tax bills for the current year. But experts say that may not be the best approach.

An employee who left in 2018 said she experienced a barrage of racial and sexual antagonism while at the firm, such that “it is not possible to list all of the comments and conduct in one document."

Funding is getting tighter as advisors look towards marketing automation as an engine for growth.

Homogeneous industries and male executives are the primary target clients of the new consultancy, Kathleen Zemaitis says.

Net flows have slowed in 2020 at the fund giant as rivals continue to roll out similar products amid the rise of robo advisors and almost-free trading.

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.

The top 20 outpaced the broader industry and had an average net expense ratio far below the 0.45% investors paid last year.

Jon Stein was a pioneer of the robo advice industry, building a $25 billion firm over the past decade.

The Buffalo, New York location is the independent firm’s 12th nationwide.

Brian Truscott oversaw more than $330 million in client assets.