Tax

By far the most significant factor behind the jump in this month's Financial Advisor Confidence Outlook (FACO) was the outlook for the overall economy.

Finding the right time to launch a registered investment advisory firm and the importance of building lasting client connections all play into advisor success.

Senate Republican Leader John Thune has been a vocal critic of the 40% estate tax paid by the wealthiest U.S. individuals when they die.

One sector that the bill is particularly positive for is real estate, experts say.

The dome of the U.S. Capitol Building in Washington, D.C., is reflected upside down in a puddle outside of the structure

Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.

Expanded 529 plans and pass-through deductions are a boon for the wealth management industry, but the sweeping tax bill comes with its challenges.

The Trump administration is changing many prior policies, but supporters of this proposal are calling for further action to protect the complex tax savings maneuver.

When a company considers adding new jobs or making new investments, many state and local authorities offer tax incentives to support that growth.

At the heart of the concern is a tax dynamic that exchange-traded funds were built to avoid.