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William Mullin is president of Hoover Financial Advisors in Malvern, Pennsylvania.

The deal would combine two of the biggest companies running platforms used by independent financial advisors.

Challenges abound even without the issues posed by inconsistent global definitions.

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.