The Treasury and IRS plan to withdraw regulations that labeled basis-shifting transactions among partnerships and related parties as "transactions of interest."

The choice of brokerage or RIA firm involves any number of factors and a range of timelines. Here's what the numbers and experts suggest are the main drivers.

Lack of communication about estate plans and the reasons behind them is sure to cause static among client families down the line.

The pros and cons of giving discounted or free financial advice to those close to you.

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

The time has come! Here's how you can nominate a colleague — or yourself — for Financial Planning's Rising Star awards.

The industry rivals are back in court with fresh allegations that Ameriprise falsely warned its former clients that LPL misappropriated their account information.