Small business

Investors can "make some real money trading, but you really have to know what you are doing,” says one advisor quoted in the article.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Roughly 15% of government workers are eligible to retire, but for most government jobs there is no mandatory retirement age.

The president looks to fulfill a key promise from his campaign.

U.S. Bank hired an executive to lead the fledgling Business Owner Advisory Services group on a national level.

For many, walking away from their firm is ‘like selling their baby.’

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

A checklist for advisors who have clients looking to launch a new business.

One step for clients is to avoid investing the money that they will need within a five-year period.

Advisers with their own practices would see their tax rates cut to 15% under the new proposal.

Don’t let them do a deal before you bring up these important topics.

The PricewaterhouseCoopers recruit will work with wealth management experts whose clients are looking for an investment bank to lead the sale of their business.

Avoiding these mistakes with a small business is essential.

Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.

Matrix Wealth Partners, partly owned by Fuld, will complement Matrix Advisors, a consulting firm that Fuld set up after Lehman's 2008 bankruptcy.

Owners of McDonald’s outlets often need funds quickly to meet corporate demands for upgrades.

A look at the new opportunities and restrictions that emerged over the course of the year, with an eye toward what clients can do before Dec. 31.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

Technology that improves compliance, lending and payments by automating processes and relying on AI was spotlighted at Next Money and Finovate, two fintech conferences held in New York this week.