In|Vest West 2018 Direct

Recent tax law changes are prompting businesses to rethink entity structures. Here's what financial advisors need to know when guiding clients or making decisions about their own RIAs.

The days of a few firms hiring a summer intern with vague plans for them to perform menial tasks around the office may be finally coming to an end. Here's how experts say RIAs can create successful internship programs.

Mekaela Davis is chief partner officer at Trintech and a former managing director and alliance director at Grant Thornton.

Patrick T. Harker is the Rowan distinguished professor of operations, information, and decisions at the Wharton School of the University of Pennsylvania. He was president and CEO of the Federal Reserve Bank of Philadelphia from 2015 to 2025.

The Internal Revenue Service issued its annual notice setting the daily rates that business travelers can use when deducting their expenses.

Sitting on company stock just to avoid capital gains can expose concentrated positions to undue risk.

Nathan Bidner is chief strategy officer at Grantd Equity. He has held senior roles at Charles Schwab, Fidelity and Morgan Stanley.

Succession planning experts say that the possible next generation of RIA owners need clear communication, tangible career paths and thoughtful compensation plans. But that is often easier said than done.

Cognitive decline is a difficult topic to raise, but advisors who plan ahead can protect clients' finances and autonomy before a crisis hits.