Practice

Chairman Jay Clayton said he remains worried that cryptocurrency can be too easily stolen or manipulated on exchanges.

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.

The board is calling for public comment on a variety of changes and released FAQs for planners about new standards of conduct taking effect next year.

Clients can save an average of $2,500 off the sales price by striking at the right time.

About 30% of fund manager appointments in the firm’s equity unit have gone to women in 2018, the most in five years.

To prepare for questions — and their own filings — planners should note these tips.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

Be careful when giving gifts over $100 in value.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

The firm’s efforts mirror those at other firms and associations that are trying to improve the profession’s diversity.