Practice

The Obama administration on Tuesday finalized new regulations designed to crack down on high-cost loans to members of the military.

Advisors must understand the impact different drivers have on your firm's valuation.

Client should plan the activities that will keep them busy, as well as nurture their social lives by making new friends; Plus, Canadian citizens may qualify for Social Security, although with caveats attached.

For some seniors, reducing adjusted gross income generates an extra tax break.

An online platform designed to inform advisors about millennials is one of several approaches by fund providers to help better understand the new generation of investors as well as protect their offerings.

The SEC, not the Department of Labor, should "be driving this train," says SIFMA CEO Ken Bentsen.

With more than $23 trillion in high-net-worth investor assets still held outside of the industry, advisors still have "a huge opportunity," says Jonathan Beatty of Schwab Advisor Services.

An SEC compliance official says it's not a good idea for firms to "go in and very narrowly answer the questions, [not] volunteer anything, particularly if you're not trying to keep something from our attention."

Women over the age of 65 are twice as likely as men to live in poverty in retirement because of lower wages, more time spent out of the workforce and lack of access to retirement savings plans.

The proposed legislation would clarify equal treatment for all married couples under the U.S. tax code in response to the Supreme Court's ruling last month allowing same-sex marriage in every state.