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Well-off professionals in costly areas of the U.S. are set to get a windfall from competing plans to change the deduction limit for state and local taxes.

Breaking ties with your firm can be a smooth transition with no hitches in business, or a daily struggle that requires years in the courtroom. Here's how to navigate the path, no matter where it takes you.

Another big name in private equity is betting on an independent wealth manager and buying out a minority investor that fueled the RIA consolidator’s expansion.

Wealthfront is exploring a sale that could value the automated wealth manager at as much as $1.5 billion, according to people familiar with the matter.

While overall interest has increased from a year ago, data shows that many DIY investors are taking a breather.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

The SEC head has already promised to take a closer look at crypto, online brokers and green investment funds. Now he is taking aim at the world of private capital.

The agency has cleared out much of its mammoth backlog of unprocessed returns, but scores of individuals and small business owners remain in limbo.

Tools such as a “recommendation engine” in the works at Envestnet | Yodlee could soon be giving financial advisors an edge with clients.

Advisors scramble to help clients earn interest, but with rates set to rise in 2022, richer households could see their portfolios hit harder because of duration risk