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Western states dominated the top five slots on the list.

Bonus depreciation, Section 179, interest and loss limitations — what does it all mean?

The bank’s asset management business merged teams overseeing fundamental U.S. equity value and growth strategies.

Clients may consider changing their business structure under the new law.

Joerg Schneider-Simon is the chief technology officer and Co-Founder of bowbridge Software, which offers SAP cybersecurity solutions for organizations worldwide. With over 20 years of security and IT experience, Joerg is a popular international speaker on traditional IT and network security, malware, vulnerabilities and exploits, and SAP infrastructure.

Investors are starting to take money out of their 401(k) accounts—despite taxes and penalties involved—assuming it will be replaced as markets continue to surge upward.

Despite questions about the hastily cobbled legislation, there's some consensus as to what advisors and their clients can do now to avoid unpleasant surprises.

The Private Ocean co-founder, also known for founding software company Junxure, calls Lakeview a "perfect fit."

Bill Gartland is vice president of fixed income data & analytics at Broadridge.

Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.