Financial planning

Many advisors may like the idea of independence, but some don't really want to jump through the hoops of starting their own firms.

Firm cautions brokers to rethink how they approach their relationships with advisors to better cater to team practices.

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

Planners who work in teams attract more affluent clients, mange more money and produce more revenue, report shows.

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.

Federal Reserve Bank of New York President William C. Dudley said he expects the U.S. central bank to raise interest rates by December, while cautioning that this was not a pledge to action and will depend on the economy staying on track.

Long-term investors should take advantage of stock volatility, rather than immediately sell stocks and turn to bonds; Plus, how to make sure your clients' adult children retire well.

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.

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.

Bill Gross claims was wrongfully pushed out as the bond giant’s chief investment officer by a “cabal” of executives seeking a bigger slice of the bonus pool.

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.