Practice

With big-name sponsors such as J.P. Morgan, LPL, Merrill Lynch and others, the event adopted a theme this year of being "reunited" together after the pandemic.

ERC "mills" have come out of the woodwork to lure small business owners into taking a lucrative tax credit they don't qualify for. Here's what advisors need to know.

The megabank rolled out new and expanded employee diversity targets that it aims to meet by 2025. The goals include placing more Hispanics in leadership roles and boosting the number of LGBTQ+ members the company hires from colleges and universities.

Financial Planning's Justin L. Mack recaps a memorable night at the beach sandwiched between rap icons and fintech solutions providers.

One of the most active dealmakers in the industry attracted a high net worth practice that chose it out of an expanding group of potential suitors.

When President Biden unveiled his plan for student debt relief, borrowers had many questions about what they needed to do. Now, a month later, there are some answers.

Three specialists, including Prof. Meir Statman, a leading scholar, take a deep dive into the field's applicability to financial advisors.

Today's consumers expect a user-friendly experience from almost every app or website. But there's one area where they're not getting it: retirement.

The contracts can shield one spouse from another's debt and spell out what happens when one party earns more than the other.

NASAA proposes new conduct standards for real estate trusts, updating net income and worth limits.