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Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

The robo advice firm says it already has a number of customers with more than $10 million each.

A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.

In 2016, the SEC brought a record 868 cases, including 173 against broker-dealers and advisers and 159 against investment companies.

Executives at the embattled bank made clear Thursday that they are not discarding its long-standing strategy of selling additional products to existing customers.

The investment product raises eyebrows, but the firm’s founders have pledged to act as fiduciaries.

The $420 million team marks the latest wirehouse exit over a lack of flexibility around the rule.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.

From health care expenses to taxes, how planners can help clients strategize.

Business groups looking for regulatory relief were quick to hail the Senate's confirmation of Jay Clayton, a veteran Wall Street lawyer.

Despite confusion over the rule's fate, ERISA attorney Fred Reish warns advisors it's likely to go into effect without significant changes.

From BlackRock CEO Larry Fink to author Michael Lewis, here are the most thought-provoking remarks made at the asset manager's annual conference.

CEO Larry Fink aims to ramp up technology offerings for advisors, from BlackRock's robo platform to Aladdin, a data and risk analytics platform.

Dan Arnold expects that upheaval to lead to more movement of advisers and assets.

Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.

Alexander Acosta must reckon with a June 9 deadline amid a tense political debate dividing the industry.

The Labor Department's own rule-making process may be presenting hurdles to completely rescinding the regulation.

The proposal includes cuts that would benefit businesses, the middle class and certain high-earning individuals but left unanswered questions about whether the plan would be paid for, or how.

The firm reported record revenues, net income and client assets for the first quarter.