Practice

The Internal Revenue Service's list of the most common errors it sees from taxpayers and paid preparers on tax returns is a sobering reminder that nobody is perfect. Here's what the IRS had to do to fix the most prevalent mistakes.

Neuberger Berman has appointed William Proctor as its new vice president and wealth advisor in its wealth management division.

Who would've thunk it?

Vincent Leon has joined 3D Asset Management as a National Sales Manager, responsible for overseeing the firm’s sales and marketing efforts to the wirehouse, RIA, retirement/DCIO and sub-advisory channels.

A group of financial advisory teams in Oregon, led by Brett Davis, Steve Altman, Todd Gescher, and Jason Herber, have combine to form True Private Wealth Advisors.

MNA Group and Anderson & Delutri are the ninth and 10th teams to join HighTower this year, and the 34th and 35th teams to enter into the partnership since its inception. Both teams were previously part of Bank of America Merrill Lynch.

Many Wall Street experts think that the JOBS Act will fundamentally change the hedge fund industry. But will it lead to the consolidation of existing funds and the creation of others?

Advisors should work to become the first name people in a particular market think of when they need a certain type of product, service or expertise. Being a "local/vocal name" can set you apart from other financial advisors and help you gain market share, according to marketing expert Marie Swift.

Almost all the planners surveyed by Tiburon called the current technology offerings merely acceptable or downright unsatisfactory.

The ASTON/River Road Independent Value Fund is reopening to new investors starting Sept. 4.