Practice

Here's how to make the most of high-net-worth clients' charitable nature.

Wealthy families can enjoy a $2,000-per-child break with the expansion of the child tax

The OSJ spans dozens of advisors, and it marks at least the ninth major exit following a change in policies at the No. 1 IBD.

The partners opened their RIA under consultation with a firm founded by former HighTower executives last year.

Instead, Chairman Jay Clayton should be looking for a quicker way for companies to move from private to public markets, and back.

The lawsuit accused JPMorgan of sending white advisors to wealthier places while assigning black colleagues to less lucrative branches and denying them opportunities.

The bank said it thoroughly investigates all complaints of impropriety after a report said the company is failing to treat some of its female employees fairly.

See which industry leaders made the cut for this year's list.

Forget bond ladders. Laddering defined-maturity exchange traded funds may be a safer fixed-income strategy for clients.

Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.