Portfolio

Democratic candidate Hillary Clinton's financial reform plan is far less ambitious than other Democrats' proposals but would still be a tough sell in a Republican-controlled Congress.

The independent advisory world is a fragmented industry, which is not conducive for advocacy in policy-making.

Promoting long-standing tax-managed funds to advisors will first require an educational effort about tax strategies on the part of asset managers.

CEO Tidjane Thiam is under pressure to make deeper cuts to its investment bank and allocate more resources to wealth management. Thiam told staff in a memo on his first day on the job in July that he would be "ruthlessly selective" about where the bank allocates its resources.

Munis are a great option for high-income taxpayers, but be mindful of the AMT.

Often under-used, HSAs can be a powerful tool for clients.

These are now less common as an estate must have more than $10.8 million to be taxed.

Where and how to get up-to-date and concise information.

Clients may be in a better position to do tax-loss harvesting now than wait until the year ends. Plus, 7 tax tricks for clients who own homes, and the smart-tax way to use an HSA.

Apart from retirement savings, home equity is another source of wealth that Americans can use to help fund retirement; Plus, why your retirement could cost you an extra $25,000.