Financial planning

Treat their tax liabilities as expenses, and plan accordingly.

"There's a plethora of [private equity firms] sniffing around, and I think all the big firms are being pursued," says Brent Brodeski, CEO of Savant Capital Management.

Clients are advised against trying to time the market or overreacting to speculation and media reports; Plus, millennials can't wait to pay off debt but many worry they don't earn enough.

Intelligent planning can help both parties save money.

Bleakley Financial Group is now using LPL's Private Advisor Group to provide its clients with custodial and broker-dealer services.

The Swiss-owned bank settles with regulators who say the firm misrepresented the risks tied to debt securities packaged with derivatives, leading to client losses of $5.5 million.

Intelligent planning can help both parties save money.

Blucora, formerly known as InfoSpace, adds the B-D to its growing, tax-focused business.

Automated wealth tools and platforms are gaining traction. But expensive ad fights for what still is a sliver of the overall investment market has observers wondering which digital-first firms can survive and become profitable.

To help decide if robo technology is right for you, understand the various capabilities that it can provide and the experience your clients will receive.

Dan Draper, managing director of global ETFs at Invesco PowerShares, acknowledges there is a synergy between the popularity of ETFs and the rise of robo advisors.

This strategy allows clients to buy more shares over time, but it also can reinforce jitters if they're nervous about market declines; Plus, how clients can avoid Medicare Part-B increases next year.

Savvy moves in the fourth quarter can help clients owe less to the IRS next April.

Keel Point says it will now manage $150 million in assets in Chattanooga, Tenn.

Despite assurances from industry regulator that it's shelved the campaign to take over advisor exams, some officials worry the RIA sector is "one crisis away" from a new and adverse regulatory regime.

Commission signs off on FINRA's proposal to compel brokers to include a link to the database on their websites after abandoning some of the more contentious aspects of the rule.

Savvy moves in the fourth quarter can help clients owe less to the IRS next April.

Here are the best- performing mutual funds over the past three years with the lowest expense ratios.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.

Here’s how RIAs can plan, cultivate and grow the next generation of talent.