Portfolio

The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Robert Russo says the Independent Advisor Alliance has recruited nearly three dozen IFP reps, and other large enterprises have also made inroads.

Close relationships are part of what makes the profession special, one advisor has found.

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.

There was some aggressive call options buying as sentiment pushed the country’s equities lower.

Portfolio managers say taxable alternatives have appeared cheaper lately when compared to the short end of the tax-exempt yield curve.

The brokerage firm is holding off on making major changes while regulatory frameworks shift once again.

The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.