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Recent tax laws added complexity—not to mention “sticker shock”—to clients’ tax obligations. But with smart planning, you can alleviate some of the pain.

Lebenthal Wealth Advisors has recruited a former wirehouse branch manager and two independent advisors to fulfill its growth plans.

"In the middle of the night, we received a letter from RCS Capital Corporation purporting to terminate the equity purchase agreement [of Cole Capital]" - statement from American Realty Capital Properties

As 2014 draws to a close, there may be more planning opportunities than ever before, but also more traps for the unwary, according to Grant Thornton LLP.

An independent advisor managing $165 million has joined Ameriprise's employee channel.

Alex Vicencio, a financial advisor at Wells Fargo, says that building a business one client at a time was the biggest challenge he faced as an advisor in his 20s.

Including the next generation in a family's charitable activities helps advisors build a relationship.

New research shows that asset managers are increasing their sales forces and wholesaler compensation to keep pace with increased advisor demand.

The Denver-based association announced Friday that it has grown in 2014 to more than 10,000 members and certificates worldwide.

Election Day is just around the corner, but control of the Senate may not be determined until early next year, raising questions about how quickly the Banking Committee could get up and running.