Practice

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

The firm falsely claimed on his Form U5 that he deliberately changed a customer’s address from California to New Hampshire to facilitate the sale of an annuity, the broker alleged.

The firm is asking a judge to dismiss a class action suit and force a former broker into arbitration, instead.

The tax treatment of bitcoin and its ilk raises major questions.

Homeowners have fewer options as state and local deductions have been capped under the new law.

Healthy wage growth in some locations is offsetting increasing rates and housing prices.

Advisors who should self-report a violation — but don’t — could face enforcement actions.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

Average Americans aged 56 to 61 have only saved $163,577 in their 401(k)s, according to the Economic Policy Institute.

A former spiritual advisor to presidents George W. Bush and Barack Obama plans to turn himself in as his attorney vows innocence.