Special Program Root Tag

The lowest-ranked states have property and unemployment insurance taxes like every state, but significantly they also have complex, non-neutral taxes with comparatively high rates.

The 20% deduction for the qualified income of pass-through entities has strong supporters and critics. Here's how tax experts say it could play out if made permanent.

Avantax, Osaic and Mariner deals demonstrate M&A impact on compensation and an interest in territorial expansion.

The Fed's decision to keep interest rates unchanged and FINRA's battle for its continued existence are among the developments on Capitol Hill that are critical to wealth managers.

While property and unemployment insurance taxes are universal in every state, many of the best states for doing business do not have corporate, sales or individual income taxes.

Each state was rated on a number of factors in five categories, including affordability, overall well-being, quality and cost of healthcare, weather and crime.

Yesterday's historic "firsts" blazed a trail for those of today — with a moral and business imperative for the industry to learn from these five figures' examples.

LeCount Davis was the first African American to earn wealth management's "gold standard" of certifications. Today he's helping others do the same.

Though she is widely considered the first African American woman to be a stockbroker, some blurriness surrounds what is known about the rest of her life story.

She mixed outspoken activism with business pragmatism, launching a bank that helped hundreds of African Americans buy homes in her longtime community.

Inspired by the examples of his grandmother and his mother, the Houston fixed-income legend launched one of the largest Black-owned investment management firms.

A reader in D.C. owes $12,000 across seven different credit cards. Can financial advisors help him dig himself out?

Putting financial security before relationships and wanting investments that don't harm their altruism are key to young investors.

Financial firms should consider partnering with universities, as well as prioritizing diversity, to recruit top talent in a competitive market.

Financial advisors are under pressure to provide guidance on more than just money while trying to maintain client relationships.

Corporations will be the beneficiaries of a reduction in the top marginal rate in all six states.

Understanding new retirement regulations and utilizing technology will help your firm grow.

The Federal Reserve expects to cut interest rates three times this year, some say as early as March, if data alllow those moves. Following the Jan. 30-31 FOMC meeting, Garrett Melson, portfolio strategist at Natixis Investment Managers Solutions, will provide his take on the meeting and Chair Jerome Powell's press conference.

A provision paying for breaks for parents and business owners has earned widespread praise, but an expert says financial advisors should be on alert.

Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?