Practice

The U.S. Senate sent a $42 billion package of tax incentives to President Obama for his signature, reviving dozens of lapsed breaks for 2014 and setting them to expire two weeks from tomorrow.

Biases that arise from misconceptions (and laziness) can do lasting damage to a client's retirement plan and an advisor’s business—the popularity of "file and suspend" is just one example

Prompted by a Financial Planning investigation, more effective advice for soldiers and vets in financial distress is the objective.

The CFP Board’s first computer-based exam attracted over 2,100 applicants.

An advisor joined BB&T Scott & Stringfellow to become the firm's latest wirehouse recruit.

A couple who bought a business using money from their self-directed IRA faced a big tax bill as the value of the business increased; Plus, how to transition your clients before you retire.

Raymond James & Associates lured away a wirehouse team with $116 million in AUM.

The wirehouse named former football pro and advisor William Thomas to head the firm's San Francisco complex.

The National Adjudicatory Council upheld an earlier ruling finding Wedbush liable for failure to file accurate and on-time reports of customer complaints and broker registrations.

Year-end tax planning isn't necessarily a good reason to bring up charitable planning with your clients.