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The six states with the lowest real-estate taxes have an average rate of 0.48%.

Peruse the lists that put wealth management in perspective, from our top 40 young brokers to the largest IBDs and RIAs in the country.

The key questions revolve around allocation, entity structure, planning strategies and a range of other issues requiring professional help, according to five experts.

While the "retirement security rule" comprises the main part of the potential regulation, other shifts in existing standards will affect financial advisors as well.

Brian Johnson is a managing director with Patomak Global Partners. He is a former deputy director of the Consumer Financial Protection Bureau.

Jeb Hensarling is a former chairman of the House Financial Services Committee (2013-2019) and an advisory council member to Americans for Prosperity.

Saperstein, who oversees both wealth and investment management for Morgan Stanley, plans to continue working throughout his treatment schedule.

See which firms in the channel have the most assets under management and meet a six-part criteria eliminating firms that take commissions in any form.

From hot apple cider to sporting tickets, going beyond a bulk thank-you email to clients can pay off big for advisors.

Robert E. Miller, CFA, is CEO of Frontier Asset Management, which he and principal Gary A. Miller, CFA, established in 2000 in Sheridan, Wyoming. 

The firm strives to create quality investment strategies while staying true to the values of transparency, honesty and hard work.