Portfolio

The proposed legislation would clarify equal treatment for all married couples under the U.S. tax code in response to the Supreme Court's ruling last month allowing same-sex marriage in every state.

A new study breaks down the compliance challenges advisors are most worried about and what they're doing about it.

Which third-party marketers have the most assets? We have the list.

Ways your elderly clients can avoid becoming the victim of a scam; plus, what you need to know about Social Security benefits and what to do if your clients' 401(k) stinks.

A senior Labor Department official says his team is amenable to tweaks in the proposed rules so long as the fiduciary relationship is formalized with the client.

How clients might benefit from putting a hold on certain retirement strategies; plus, tailoring retirement plans to small businesses and tips to reduce all that IRA paperwork.

Tax-savings tools for your clients. Plus, how clients can convert to Roth IRAs and take advantage of the benefits without a huge tax bill.

The most important investment a wealth management firm can make is in its people. To thrive over the long term, firms must be able to attract and land great talent.

With the addition of the new recruits, Faubourg Private Wealth Advisors now has seven former J.P. Morgan advisors.

The advisors managed a combined $278 million in client assets.