Munis

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.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

Data reported by the Investment Company Institute.

Aug. 7: The firm aims to mix innovation with old fashioned salesmanship, and is even considering a robo, according to the president of its broker-dealer.

Data reported by the Investment Company Institute.

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

June, July, and August are projected to reach new highs, generating more than $100 billion of proceeds from called and maturing bonds.

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.

Non-U.S. purchases of municipal bonds are up 32% from 2014. But not everyone is impressed.

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.

The firm previously shuttered a wealth management unit last year that failed to take off despite some high profile hires.

A FINRA panel ordered the wirehouse to pay damages to two former clients who invested in Puerto Rican municipal bonds and closed-end funds.