Tax

Geography, occupation and family size will determine whether the bill helps or hurts.

“My clients are hard-working young professionals on Wall Street. I don’t have a lot of good news for them,” said Douglas Boneparth, an advisor in New York who counsels people throughout the industry.

When giving cash gifts to grandchildren this holiday season, clients have options that can also help minimize their estate taxes in the future.

The proposal includes changes in everything from the corporate tax rate to Obamacare.

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.

The revised GOP tax bill lets investors keep the flexibility to sell whichever shares they want.

The right strategy can help minimize their future estate taxes.

Advisors have gotten caught in the crossfire: politicians have errantly assumed that 100% of advisory firm earnings are wage compensation .

Clients ask: "Will I run out of money?" Here’s how planners can confidently tell them "no." Like every approach, however, there are a few drawbacks.

The robo advisor is relying on behavioral insights to develop more personalized offerings as advice like Amazon's Alexa seeps into wealth management.

Firms with over $250 million in AUM are unbundling more service offerings, a new study shows.

A relatively new approach for measuring savers’ progress toward goals is gaining steam, but it’s not without its imperfections.

Sponsors can bill the products however they’d like, but the bar to proving they work as advertised is high.

Some brokerage firms are concerned that the tax overhaul could spur their employee advisors to set up their own shops or switch firms to lower their tax bills.

Industry experts offer their forecasts for leading trends in the coming year.

Advisors say it’s never too early to start saving for college.

Breakaway uncertainty is forcing the RIA to re-evaluate its growth strategies.

Many deductions are likely to disappear if Congress passes the reform bill into law.

While clients cannot determine their health care expenses and taxes in retirement, they can improve their prospects by minimizing investment fees and diversifying their portfolios.

The proposed overhaul may severely limit investors’ ability to minimize capital gains on stock.