Financial planning

Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.

BMO Wealth Management aims to modernize its investment service and give planners better equipment. Others offering automated advice solutions include UBS, Wells Fargo and JPMorgan.

Debt is back on the rise, this time led by government.

When your client is a foreign national, it pays to find out if the same regulations apply.

“Chase promised so many things and they didn’t keep those promises,” the juror said of the firm.

A new survey finds that investors prize full and upfront disclosures about fees and conflicts of interest, but advisors fall short.

Clients were allegedly steered into investments maximizing revenue for the bank and employees.

Home values grew in all 50 states in February, but their appreciation is expected to slow within the next year, according to CoreLogic.

Short sellers tend to go against the tide, making investments based on a belief that a stock is going to tank. These 10 banks have drawn the greatest amount of short-interest activity recently.

The tax treatment of bitcoin and its ilk raises major questions.

Healthy wage growth in some locations is offsetting increasing rates and housing prices.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

The newly independent advisors added a new team and are looking to bring on more practices.

Though largely replaced by the 1% of AUM model, performance-based fee structures are cropping up again — and that’s cause for concern.

The next recession is more likely to have a regional impact than a nationwide one.

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Wirehouses have been losing talent as advisors seek more freedom in how they structure their practices.

The e-commerce giant is muscling its way into a number of services that banks have long dominated.

The technology is there, efficiencies are multiplying and the incentives are huge. So, why is the general mood so grim?

Some investors are demanding action on gun manufacturer and retailer stocks. Can financial advisors deliver?