Practice

Advisors should pay attention to compliance issues and evolving expectations from clients.

The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.

The restructuring comes as a competitor enters wealth management data aggregation.

A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.

Being a homeowner may not be the most cost efficient move in some areas.

Federal employees who retire during the partial government shutdown would have to wait a longer time to take retirement distributions from their savings plans.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

The firm’s newest recruits come from Merrill Lynch and Wells Fargo.

Mark Wiedman’s takeover as head of international and corporate strategy could be a sign of larger changes ahead, a memo suggests.

Seniors are advised to take measures to prepare for a possible shortfall in retirement income, as there is no guarantee for an immediate fix to the problem.