Practice

Technology, declining budgets and other factors are radically changing how and which tax returns get looked at.

Medical expenses for retired clients may be more predictable than expected, experts say.

The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice.

Despite recent tax law changes, recharacterizations are still possible and can prove a valuable strategy to correct such missteps.

The potential acquisition would unite two firms that custody assets for more 7,000 independent advisory firms.

he potential acquisition would unite two firms that custody assets for more 7,000 independent advisory firms.

The wirehouse brought on 10 advisors from several rivals.

Wells Fargo welcomed 22 active duty members to its corporate office as part of a corporate fellowship program.

The LPL Financial advisor is using his new influence to help firms create policies to prevent sexual harassment.

The big shift in future planning: Tech that predicts behavior, says Charles Schwab’s Bernie Clark.