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DoubleLine Capital is starting the New Year with a pair of new hires from an old rival.

UBS financial advisor Jonathan Beukelman often works to advise his clients’ children on everything from buying a car to compound interest.

Asking the right questions from the start can ensure you discover the kind of clients you really want for your business.

“It has been a good niche for us,” says Russ Crosson, the president and CEO of RIA Ronald Blue & Co. “Clients come to us because they want to be good stewards.”

The Internal Revenue Service released new income tax withholding tables for 2013 late Monday to reflect the expiration of the 2001 and 2003 Bush tax cuts and the more recent payroll tax cuts of 2011 and 2012, but noted that the guidance would be modified if Congress acts.

Market participants wonder if the Justice Department will indict more firms and individuals for bid-rigging of bond-related investment and derivatives contracts.

Long-term municipal bond volume rose modestly for the month of December, closing the door gently on a year that saw record low interest rates spur an upsurge in refundings.

The U.S. House passed a bill undoing income tax increases for more than 99 percent of households, giving a victory to President Barack Obama even as Republicans vowed to fight him in coming weeks for spending cuts in exchange for raising the debt ceiling.

Two questions lie at the heart of the rapidly evolving registered investment advisory space: Which of the country's 15,016 RIA firms can legitimately call themselves independent? And what, precisely, does independence mean anyway? Here are Financial Planning's top 50 fee-only RIA firms for 2012.

This increase indicates that “investors are successfully using 529 plans for their intended purpose of qualified higher education expenses,” according to the Financial Research Corp.