The Latest

Americans living abroad face complicated tax laws, fraught portfolio decisions, and FACTA scrutiny. Their advisors can help.

It’s complicated, but possible, to limit risk and liability when moving a practice.

Advisors list the top books on finance or economics they’ve read recently.

The IBD unveiled its second major recruiting addition in as many months to kick off the year.

Naked short selling is one possible cause.

Both were adamant with House Democrats that their businesses have helped small-time investors access markets that were long the domain of Wall Street.

As wealth managers compete for advisors, the firm picked a former one to lead it.

New guidance shows how employees and employers can carry over unused money from flexible spending accounts and dependent care assistance programs.

Unsecured personal lending has fallen as many consumers have stashed away cash and paid down credit card balances during the pandemic. The trend probably won’t reverse course anytime soon.

The agency’s commissioner is upbeat, but tax preparers and financial planners worry that this year could be especially chaotic due to the COVID pandemic.