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Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.

Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.

Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.

In five bite-sized offerings, Chairman Jay Clayton fails to tell the public what it needs to know about RIAs vs. brokers.

There’s a showdown looming between financial advisors and the custodians that safeguard their clients’ money. It’s been brewing for some time, and the move by Charles Schwab on Tuesday to offer commission-free trading makes the clash all but inevitable.

The asset managers and a U.S. family office collectively bought a 14.4% position in the company ahead of its IPO, a person familiar with the matter says.

Jud Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the profession forward, mourners say.

Clients should think of the years as empty buckets and keep the amount of income into each bucket level per year.

Although FINRA cannot investigate potential wrongdoing by these former employees, state regulators are expected to do so.

Four erroneous beliefs cause many new planners to fail.

“I do not meet anyone in person and that's intentional,” says one financial advisor.

It's a hard truth that minorities and women are not well-represented in the financial planning industry. It's also a business problem.

An incentive program allows employees to receive as much as $7,200 over three years.

The cost savings of peer-to-peer trading could prove appealing in a world where profits are being squeezed by a race to the bottom on fees.

Consider for a moment what Jobs meant to financial services. When you realize that Apple never targeted a single product at the financial services sector, it is amazing just how influential Jobs and Apple have been in our little corner of the technology world.

To build their wealth, retirement savers are advised to take advantage of tax-advantaged plans including 401(k)s and IRAs.

At more than twice the price of the average fund, many with the even biggest gains still underperformed the broader market over the last decade.

As custodial pricing continues to fall, it’s still unclear where firms will make up the the money — but analysts and advisors agree other custodians will follow suit.

Martin Gilbert helped build Aberdeen Asset Management through dozens of acquisitions starting in the early 1980s.

Financial market data — unlike photos or road traffic information or chess games — is finite, and the algorithms can learn only from past performance.