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I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.

The 2017 Republican tax law approximately doubled the estate and gift tax exemption.

Planners who manage less than $100 million in client assets question their future at Schwab.

Planners who manage less than $100 million in client assets question their future at Schwab.

Planners who manage less than $100 million in client assets question their future at Schwab.

America’s original discount broker will now have even more sway over the sector it pioneered nearly a half-century ago.

The decisions made before they retire are integral to their success, according to an expert.

Not a great idea, says Alan Foxman, but if you’re determined, there may be a way.

It’s the sixth time so far this year that former Credit Suisse advisors have won damages against the firm.

Integrated Partners added a family office practice eyeing wirehouse breakaways as part of a dozen recruiting grabs for the No. 1 IBD and its OSJs.

The deal would combine two of the biggest companies running platforms used by independent financial advisors.

Challenges abound even without the issues posed by inconsistent global definitions.

Technology, declining budgets and other factors are radically changing how and which tax returns get looked at.

Medical expenses for retired clients may be more predictable than expected, experts say.

The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice.

Despite recent tax law changes, recharacterizations are still possible and can prove a valuable strategy to correct such missteps.

The potential acquisition would unite two firms that custody assets for more 7,000 independent advisory firms.

he potential acquisition would unite two firms that custody assets for more 7,000 independent advisory firms.

The wirehouse brought on 10 advisors from several rivals.

Macro products that trade everything from euros to oil have struggled amid soaring stock valuations and ultra-low interest rates.