Wealth management

In a number of cases, the IRS is challenging a complex and obscure tax break that benefits some of the nation’s wealthiest property owners.

Having a fully completed profile makes you visible, giving you the opportunity to leverage your network and engage with those who matter most to your professional development and business growth.

The number of women seeking out advisors to help manage their finances has increased greatly, a recent study finds.

Three deal-tested wealth management firms offered advice to planners at Schwab Advisor Services' annual Impact conference.

Social media can be treacherous for any large firm. Just ask JPMorgan Chase, which provoked a frenzy last week after its #AskJPM hashtag was hijacked by angry customers. Big banks arguably face more challenges than other large corporations because, while they must use social media to reach out to customers, they still face substantial reputation damage from the financial crisis. Following are some of the worst experiences banks have had to date.

For those nearing retirement, a market downturn may be something they simply can’t afford to endure. Without enough time to make up for the damage to their portfolios, they won’t be able to afford the retirement lifestyle they had envisioned.

Health insurance questions may dominate this year’s conversation, as the Affordable Care Act’s effects become widespread, but advisors should help clients with other key areas as well.

The Social Security Adminstration makes mistakes like everyone else and it claims a three-year statute of limitations on correction—so don’t delay

The head of the IRS’s small business unit said his division expects to move from focusing on audits of small corporations to partnerships.

Advisors, attorneys and accountants are increasingly recommending donor-advised funds to clients interested in charitable planning. Here are some questions advisors should ask fund sponsors when helping clients select the right one.

Want to work with more female clients? Don't make the mistake of assuming that they're all the same.

A unit set up by the IRS to improve international tax compliance by individuals is paying off, according to a new government report, enabling IRS auditors to assess an additional $36 million in taxes for fiscal years 2011 to 2013.

The toughest conversations that advisors need to have with their clients have nothing to do with investment strategies.

From now to December 7, seniors can decide whether to look for flexibility in original Medicare or cost savings in a private Medicare Advantage plan.

It looks like the CFP Board of Standards isn’t getting into the business of becoming a continuing education program provider -- at least for now.

Taking notes during client meetings is important, but what are you missing while you’re busy trying to jot down what you are hearing and (not) seeing?

Activities unfolding within 3 separate industry rulemakers -- the SEC, FINRA and the Labor Department -- suggest changes ahead for both brokers and advisors.

The use of social media within an advisory practice has been the subject of much debate within the industry, but one of the most common arguments for advisors limiting or altogether barring sites like Facebook and YouTube within the firm -- compliance -- might be dramatically overstated.

It’s all about the story – if you want to attract and retain more women clients an advisor consultant told attendees at the Schwab Impact conference.

Married clients can arbitrage Social Security benefits for maximum long-term payouts.