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But congressional politics are likely to put changes on hold for now, expert tells NAPFA conference.

The IRS reminded taxpayers that the filing deadline remains in effect for people who requested a six-month extension to file their returns.

Janet Yellen is expected to take a more hands-on role in bank regulation than her predecessors if she is confirmed to be the next chairman of the Federal Reserve Board.

Clients turned the tables on advisors Wednesday afternoon -- giving advice to the attendees at NAPFA’s fall conference in Philadelphia, rather than receiving it.

In his article, “Reevaluating Banks’ Investment Programs,” John Brunett, Chief Trust and Investment Officer at Los Alamos National Bank, proposes seven ideas to help assist bank managers, investment program directors, and bank investment consultants to improve and streamline their programs to achieve a higher bottom line.

The tax-focused independent broker-dealer has added two new executives to its management ranks.

Investors chase performance because it feels good, but pain is a good sign we are helping our clients invest well.

Umpqua Bank’s plan to grow the private banking business may shift into high gear if its parent company’s planned acquisition of Sterling Financial Corp. is approved.

Owned, Paid or Earned: The New Language of Marketing

U.S. Default Poses Low Risk to Money-Market Funds, Fitch Says