Practice

A modest AUM tax could make financial planning available to all American families.

For a price, new data-mining services offer access to stunningly detailed personal information on clients and prospects.

Successful planning organizations almost always take a collaborative team approach, building on the complementary skills of members.

It's not about your skills, it turns out - other factors are more important in maintaining happiness and loyalty.

A portion of the health care law could carry some unpleasant surprises for high-income taxpayers.

The U.S. House of Representatives doesn’t plan any votes on the federal budget tonight, meaning that Congress for now will fail to avert $600 billion in tax increases and spending cuts set to start at midnight.

Senate Minority Leader Mitch McConnell said lawmakers in Congress are “very, very close” to a deal to avert $600 billion in tax increases and spending cuts set to start at midnight.

Advisors naively believe that only 17% of their clients hold a direct account when in fact 74% do, according to a new report from Boston-based research firm Cerulli Associates.

The White House and congressional negotiators agreed to contours of a budget deal including tax cut extensions, with the remaining sticking point being how to avert automatic federal spending cuts, said an official familiar with the talks.

Senate Majority Leader Harry Reid said he’s hopeful negotiators can reach a last-minute U.S. budget deal that would protect all but top earners from a tax increase.