Industry

Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.

The deal is only the first step in a major growth plan, according to the acquiring firm’s founder.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.

From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

ACG Wealth’s affiliated IBD has also added teams from LPL and Merrill Lynch. Its CEO says the firm is just getting started.

The time has come for advisors to reexamine this key business relationship, Nina O’Neal says.

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.

Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.