Practice

The Internal Revenue Service has issued new guidance and streamlined procedures for spouses who are seeking equitable relief from joint income tax liability.

As desktop publishing has become less and less expensive and more advisors are building brochures to advertise their practices, marketing organizations are encouraging teams to articulate their value proposition to the marketplace. Here are two glaring errors that advisors must avoid.

A new study by retirement and investment trends research firm Hearts& Wallets, LLC found that more retirement firms are considering the lifetime value of consumers-currently 55%, up from 43% in 2010-showing an increased focus on younger investors.

Exclusive: Confusion over compensation disclosure again cited; board insists process is 'consistent, fair, credible.'

The American College of Financial Services has launched Analyst Success.com, an Internet-based preparatory program for the CFA exam that includes self-guided and instructor-led packages.

Dealing With Cognitively Impaired Clients

Having a computer crash isn't such a far-fetched possibility. Make sure you're prepared for it.

In an effort to help attract a new generation of financial advisors, TD Ameritrade Institutional has awarded $50,000 in scholarships to 10 financial planning undergraduate students from around the country. The goal: attract new talent to the industry as the current generation of older advisors near retirement.

(Bloomberg) -- Bank of America Corp.’s Merrill Lynch unit must face a lawsuit filed by two trusts that hold and administer mortgages on behalf of investors who own more than $1 billion worth of securities collateralized by the loans.

New York, California and Texas will be ground zero for Fiera Capital, the $71 billion Canadian investment manager that is hoping to crack the top tier of the U.S. private wealth market.