Portfolio

Recent tax laws added complexity—not to mention “sticker shock”—to clients’ tax obligations. But with smart planning, you can alleviate some of the pain.

"In the middle of the night, we received a letter from RCS Capital Corporation purporting to terminate the equity purchase agreement [of Cole Capital]" - statement from American Realty Capital Properties

An independent advisor managing $165 million has joined Ameriprise's employee channel.

Including the next generation in a family's charitable activities helps advisors build a relationship.

New research shows that asset managers are increasing their sales forces and wholesaler compensation to keep pace with increased advisor demand.

The Denver-based association announced Friday that it has grown in 2014 to more than 10,000 members and certificates worldwide.

Workers can better diversify their tax requirements if they hold both Roth and pre-tax accounts; Plus the best way to analyze Social Security benefits.

If you want a better talent pipeline, you should get closer to the institutions minting new CFPs. See how several firms are doing it.

Want some interns or residents of your own? Here are a few issues to keep in mind before the students show up.

Special report card: See the colleges, universities and other institutions training new planners.