Practice

While qualified contributions won’t necessarily give clients the biggest tax bang for their buck, there are exceptions to the rule, Jeffrey Levine writes.

University tuition is one of the top planning priorities of financial advisors’ clients, and a new book wants to help guide readers on how to pay for it.

If your clients are owners of a passthrough business entity, you may want to investigate whether or not electing-in to a state’s SALT Cap work-around is advisable.

Morgan Stanley Chief Executive Officer James Gorman leaped past JPMorgan Chase’s Jamie Dimon as the best-paid CEO of a major U.S. bank.

Investors with an advisor were more than twice as likely to say that they are very confident that they have the best investment strategy, a survey found.

Arete Wealth’s niche focus on alts for HNW and UHNW clients has given it a strong foothold in a fractured sector, experts say.

Jacob Glick is accused of breach of fiduciary duty and misappropriating client funds, among other alleged misconduct.

Biden’s Treasury secretary pick promised to “work with members of Congress” to decide whether the HNW will be protected from any reversal of Trump tax cuts.

Firms are bracing for tougher times in Washington, where Democrats skeptical of large financial-industry paychecks are ascendant.

The CEO of three-generation family firm says they wanted to remove conflicts of interest and offer banking and trust services to clients.