Practice

The board is calling for public comment on a variety of changes and released FAQs for planners about new standards of conduct taking effect next year.

Clients can save an average of $2,500 off the sales price by striking at the right time.

About 30% of fund manager appointments in the firm’s equity unit have gone to women in 2018, the most in five years.

To prepare for questions — and their own filings — planners should note these tips.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

Be careful when giving gifts over $100 in value.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

The firm’s efforts mirror those at other firms and associations that are trying to improve the profession’s diversity.

“They always want to have lines in place for if markets do turn down and they get capital calls on private investments,” says Jim Steiner.

The hiring spree follows the firm’s move earlier this year to become a member of the Broker Protocol.