Tax

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

The proposal includes cuts that would benefit businesses, the middle class and certain high-earning individuals but left unanswered questions about whether the plan would be paid for, or how.

If shares of companies such as Wal-Mart start to falter, that'd be a clue that measures such as the border adjustment tax are gaining traction.

Clients who have assets in an IRA but want to reduce the costs may want to roll the money into their 401(k) plan if their employer allows such transfer.

Just in case clients are looking to cut few corners, here are some of the most common tax frauds that the agency is ready to pounce upon.

Effort by the asset management giant is aimed to capture more muni bonds. Plus: Other launches.

Target-date funds can be a strong option for most retirement savers, but there are pitfalls. Some of them are relatively costly, with an average expense of about 1%. They can also get too conservative too quickly.

As digital wealth management proliferates, firms are expected to challenge each other in more pointed, head-on comparisons of their services.

Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.