Practice

Changes require advisors to adjust strategies for using net unrealized appreciation for lump-sum distributions.

In an increasingly digital age where people have become accustomed to getting information, making contact and plugging in whenever and wherever they want, some advisors have trouble turning work off.

Broadridge Financial Solutions has agreed to acquire Bonaire Software Solutions, a provider of fee calculation, billing, and revenue and expense management solutions for asset managers including institutional asset managers, wealth managers, mutual funds, bank trusts, hedge funds and capital markets firms.

Mutual fund companies are facing ongoing challenges in overseeing their financial intermediary relationships as omnibus processing and the reliance on FIs continue to increase, according to a new survey by Boston Financial Data Services.

In the wake of this week's landmark gay rights decision from the Supreme Court, financial advisors have as many questions as answers for their same-sex clients about how the ruling with impact their wealth management, tax and estate planning.

The U.S. Supreme Court’s decision to overturn the core of the Defense of Marriage Act will narrow the financial gap between gay and straight couples.

The nation’s largest independent broker-dealer is partnering up to enhance its recently launched online retirement planning services platform.

It looks like Nationwide Mutual Insurance Company will have its day in court come January 2014 to defend itself against a mutual fund lawsuit.

Assessing your current business is an absolutely mandatory analysis you must make to achieve success. The assessment needs to address where you are today, where you want to be at some point in the not to distant future (perhaps three years) and the gaps between the two.

The Senate Finance Committee's top two tax writers asked their 98 colleagues on Thursday to submit detailed proposals justifying which tax breaks should be kept in the code as they move forward on comprehensive tax reform.