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Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.

The new information sheds light on how an industry leader is grappling with one of the profession’s most pressing issues.

The ongoing coronavirus pandemic has scrambled normal wealth management operations.

From regulations to taxes, big changes could be in the offing.

Successful entrepreneurs see themselves in advisors who show creativity, resourcefulness and guts during this tough time — and they’ll remember.

Seventy-seven percent of advisors report they have lost business as a result of not having the appropriate digital tools to interact with clients, according to a new report.

The robo advisor hopes transparency on employee demographics will encourage change.

The new additions oversaw more than $275 million at their former employers.

By law, these payments are taxable so clients will need to report them on their 2020 federal income tax returns.