Practice management

The partnership will likely help both industry titans with their long-term strategic plans.

The global wealth manager was drawn to the Boston-based RIA’s impact investing and OCIO businesses.

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

From closed-end funds to Reg BI, here's what could be playing out this year.

Rivals will be waiting to seize on any changes that may irk some 4,400 representatives poised to operate under a new parent IBD network.

The record level of transactions — as well as long-term industry shifts — often prompt advisors and other wealth management professionals to assess their options.

Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.

While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios.

With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.

Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.

More often than not, wirehouses were on the losing side of these moves.

Clients should understand Medicare, Social Security and 401(k) changes that will impact on their retirement savings and income.

This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.

The additions came amid a revamping of the firm’s independent advisor compensation.

They are triple-tax advantaged, but also introduce significant challenges — especially for life partners with multiple accounts.

Competition with an ever-rising stock market, the difficulty of raising assets and the steady march of time are just a few factors leading managers to the exit.

These shortcomings were primarily due to “systemic, longstanding, governance-level weaknesses,” a new report says.

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

One size fits all? The single form for disclosure of client-advisor relationships applies even if firms offer multiple products and services.