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A group of Republican lawmakers sent a letter to the incoming Trump administration asking it to end the IRS Direct File service via a day one executive order.

Experts say financial advisors and wealth management professionals can do a lot of good — and advance their businesses — by promoting financial literacy.

Unlike SRIs and impact investing, the only goal of ESG investments is to generate returns for investors.

From those with no corporate tax at all, to those that tax everything they can — a guide to most and least competitive states when it comes to taxing businesses.

Several effective, tax-efficient strategies are available to those who take the time to be strategic and do their homework to maximize their generosity.

Mike Durbin on Cetera's M&A plans, why consolidation will barrel forward in the wealth management industry and the advantages of having a hybrid firm.

Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?

A Dodd-Frank safeguard is playing out behind closed doors for the second consecutive time with the omissions of most details from the GAO's triennial report.

The 10 largest transitions include deals by LPL and Osaic, hybrid RIAs that received private equity infusions and even a new public offering by a SPAC investor.

Critics of mandatory arbitration say it can go against investment advisors' fiduciary duty to always do what's best for clients.