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The near doubling of the capital gains tax rate would have a large impact on the net profit from any sale of any capital asset.

It’s counterintuitive, but the cash benefit of delaying payouts can outweigh rate increases, thanks to compounding over time.

"A shifting of priorities on the part of our clients, coupled with a creative and proactive approach by our team, resulted in even stronger client relationships," writes advisor Eden Lopez.

Thousands of clients paid sales charges that they wouldn’t have incurred had they held the pricey alternative products until maturity, according to FINRA.

Amerant Bank has invested $2.5 million in Marstone to provide a digital alternative to personal wealth advisors for new and existing clients. The technology "gets planning capabilities into the hands of any customer that wants them," says Jerry Plush, the Florida bank's new CEO.

Regulators accuse Ramiro Jose Sugranes of “cherry-picking” small sums from his clients and funneling them into an account in his elderly parents’ names.

These individuals have unique life experiences that shape who they are and planning for their financial goals requires an understanding of their distinct challenges, writes advisor Harry Gittelson.

The giant wealth manager is re-hitting its stride after its best quarterly net gain in advisors in at least two years.

Advisors will walk a fine line as they reinforce fundamentals while leveraging market and tax-policy uncertainty, says Clayton Bland of CliftonLarsonAllen Wealth.

Here's what you missed in wealth management.