Practice

SEC Chairwoman Mary Jo White says they are working on a fiduciary rule, but declined to provide a timeline, saying it's "not a short, quick uncomplicated rule making."

With little practice, retirement income planning beginners can use Last Advisor's simple platform and a create plans in well under an hour.

A new Inspector General report faults the security of the computer connections at the Internal Revenue Service.

This year may be the best time for business-owning clients approaching retirement age to sell.

Attorney Alan Foxman answers readers most pressing regulatory and compliance questions, including from one advisor who ran into troubles after being given authorization by a client to make trades on their behalf.

Finance for Teachers Network helps advisors provide fiduciary financial advice to educators.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Indian regulators plan to allow online marketplaces such as Flipkart and Amazon.com to offer funds alongside other products

United Capital anticipates adding $1.5 billion in assets in buying Select Financial Group and PSA Insurance & Financial Services.

Is it time to take a closer look at private foundations?