Portfolio

Advisor networks can provide community, targeted advice and much-needed support for planners with niche specialties, Dave Grant says.

Separating the roles of the two professionals can be counterproductive for clients.

Chief Executive Paul Reilly acknowledged that the firm has been exploring potential acquisitions, but declined to discuss specific targets with analysts during an earnings call.

Advisors shouldn’t force themselves to work with the next generation of clients and talent -- but they must be committed if they do, says XY Planning Network co-founder Alan Moore.

The Treasury Department and the Internal Revenue Service proposed tax regulations Wednesday to bring the rules in line with recent Supreme Court decisions.

The firm's wealth management unit reported that growth in client assets was flat year-over-year, and declined $20 billion from the previous quarter to fall to $433 billion.

After several false starts this year, the Senate is gearing up for a vote on a major cybersecurity bill backed by the banking industry.

IRS: There is a special rule for those who rent their residence for 14 days or less.

Keep your reputation intact, and your clients on track, by telling them to expect modest stock returns in the future.

IRS: There is a special rule for those who rent their residence for 14 days or less.