Practice

If an acquisitive advisory firm doesn’t perform due diligence on the seller’s fee structure, headaches are guaranteed, Michael Kitces writes.

The SEC sought $3.4 billion in sanctions, the lowest total since 2013, according to data collected by a law professor at Georgetown University.

Homeowners from both parties worry that rising property taxes could force them to sell.

Home prices have returned to the boom levels of 10 years ago, which originally signaled the bursting of the housing bubble and the onset of the Great Recession, but today's market is notably different, according to realtor.com.

Even those who don’t work for Morgan Stanley could find themselves in a Catch-22.

Harmonizing a potential SEC regulation with that of the Labor Department is tricky business, experts say.

Following in the footsteps of Chase, Wells Fargo and others, Fidelity is launching an application programming interface to let third-party apps access customer data — as long as the customers grant permission.

A health savings account can be used to cover medical bills and can also be a great savings vehicle for retirement.

The California city has been replaced by Los Angeles.

The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.