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The IRS is being urged to bolster its enforcement efforts on multimillion-dollar IRAs in a new government report that also encourages Congress to provide more direction.

Once a client has made a donation to his or her favored charity, your work has just started. Changes in tax laws, investment values and charitable organizations mean that advisors need to be vigilant.

Understand the most common behavioral financial biases -- and know how to confront them when your clients are trying to sabotage their own portfolios.

There are no jurisdictional walls when it comes to the damaging effects of net asset value errors. This realization and the global collaboration taking place to address it are creating the new, global standard for "best practice" with or without the existence of domestic or foreign regulatory policy.

Steven Sugarman, chief executive at Banc of California, recently completed a large branch acquisition after a public battle with an advocacy group. In a recent interview, he discussed that process as well as the bank's busy year — both the good and the bad.

The retirement plan industry is evolving rapidly. Here are a few key trends that will help advisors looking to engage in the retirement plan market.

Madison and Omaha are among the top retirement havens; plus the factors retirees should consider in deciding where to retire and what pre-retirees need to do now.

Once a client has made a donation to his or her favored charity, your work has just started. Changes in tax laws, investment values and charitable organizations mean that advisors need to be vigilant.

Want a better way to help staff improve? Here's how to turn the end-of-the-year ritual into an experience that's productive for you and your employees.

A Morgan Stanley branch manager left the wirehouse to join Raymond James & Associates and help with the firm's expansion plans.