Munis

The products can offset potential losses from lowered state and local deduction limits.

The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.

Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.

After stellar performance in a hectic decade, advisors home in on these funds.

BondNavigator joins a trend of digital tools developed to give advisors better insight into investment products.

The rewrite could affect how these firms value potential buyout targets.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

The $284 billion asset manager aims to track municipal bond prices in its mutual funds with the service.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

A TD Ameritrade study asked program directors to give snapshots of what students are experiencing — and what they need from the industry.

Data reported by the Investment Company Institute.

Nov. 13: Planners behind the curve may lose out on productivity and quality of service offered to clients.

The House GOP bill would limit the deductibility of property taxes to $10,000 annually.

For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.

One option for clients to consider is municipal bonds, which offer tax-free yields.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

The holdings in each of the three new offerings are rated A to BBB.

Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.