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Scrutinizing recent performance isn’t a recipe for long-term investment success.

Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.

Can an RIA take the first bite of the apple when it comes to a dually registered rep’s brokerage commissions?

Advisors have a responsibility to draw them into discussions about end-of-life financial planning.

The service offers some do’s and don’ts for taxpayers who get a frightening envelope.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

One of the misconceptions is that payroll taxes should be raised and benefits should be cut considerably to save the program.

The wirehouse's latest initiative is effectively a way for the firm to circumvent the protocol without actually getting out of it.

The move to acquire the No. 16 firm from John Hancock reflects the acceleration of industry trends and a potential giant in the making.

The app also allows clients to use the Zelle person-to-person payments service.