Practice

While the Supreme Court wrestles with the issue of whether the federal government should recognize gay marriages, advisors should not let married gay and lesbian clients wait on the sidelines for a decision, estate lawyers say.

Vanguard is shaking up its government relations office.

New rules to reduce risk in money-market mutual funds will be proposed in the next two months by the U.S. Securities and Exchange Commission, which won’t be slowed by a leadership change, a commissioner said last week.

Wells Fargo has rolled out a website to help customers, and eventually non-customers, meet their retirement savings goals.

Changes to the tax laws at the beginning of the year resulted in a delayed tax season in which the average tax refund declined slightly, according to a new government report.

Retirement income experts have a new professional designation to brag about.

Complexity and inconsistency within the tax code continue to be a major problem for small businesses, with one out of four small businesses reporting that they need to spend 120 hours or more per year on the administration of federal taxes, or three full work weeks, according to a new survey.

“To build online influence in the age of social media, you must build a powerful online presence and consistently publish your thought leadership insights through a professional blog site,” says Stephanie Sammons, founder of Wired Advisor, a company that helps advisors set up search engine optimized blogs.

The federal regulator published a guidance update to clarify what mutual funds and other investment advisors can say on their social media sites (and things have become much more social.)

As a financial advisor to numerous types of clients, including recent retirees, I often think deeply about the issues my clients face in this market environment.