Practice

Three industry veterans with 80 years combined experience have joined Raymond James in Fort Lauderdale, Fla.

The Internal Revenue Service said Thursday that low- and moderate-income workers can take steps now to save for retirement and earn a special tax credit in 2012 and the years ahead.

States are creating fiscal risks for themselves by neglecting to control the costs of tax incentives for economic development, according to a new report from the Pew Center on the States.

House Republicans continued their attacks on the Volcker Rule on Thursday, arguing it was unnecessary and overly complex just a day after Federal Reserve Board Chairman Ben Bernanke signaled regulators were close to finalizing it.

Financial crises will not be a suitable excuse for oversight in suitability according to the regulator’s decision against Merrill Lynch.

Potential tax increases influence timing and structure of gifts but not so much the amount, according to Bank of America’s study of High Net Worth Philanthropy

While the retirement outlook may not be bright for many pre-retirees, those who worked with advisors were twice as likely to have accomplished at least some planning activities, according to the study.

Abraham Lincoln is one of the most notable examples of someone dying without a will. This begs the question, what happened to Lincoln’s estate after he died?

Chief financial officers of U.S. companies aren’t overly concerned about the fiscal cliff, according to a survey by Grant Thornton.

The Securities and Exchange Commission is turning over its leadership with the departure of yet another high-ranking official.