Practice

The bank is selling the technology behind its U.K.-based digital advice business to SigFig, a Silicon Valley startup.

The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Robert Russo says the Independent Advisor Alliance has recruited nearly three dozen IFP reps, and other large enterprises have also made inroads.

Close relationships are part of what makes the profession special, one advisor has found.

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.

The brokerage firm is holding off on making major changes while regulatory frameworks shift once again.

The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.

Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.