Wealth management

Despite the controversy and repeated delays, the IRS and the Treasury Department have been moving forward slowly with implementing FATCA, including the release of a draft version of Form 8966.

The IRS is going after the estate of Bill Davidson, former owner of the Detroit Pistons and auto industry supplier Guardian Industries, to the tune of more than $2 billion.

Carson's coaching firm, Peak Advisor Alliance and digital content firm, Faulkner Media Group have joined forces to create a new digital content service for advisors.

Proceed with care. That’s what bankers, accountants and wealth managers are telling same-sex couples considering financial changes because of the Supreme Court’s rejection of a federal law denying them benefits.

More than two-thirds of all students who graduate from a higher-education program that grants a degree or certificate in financial planning do not sit for the Certified Financial Planner Board of Standards exam, according to new research from the CFP Board.

While the nation's largest independent broker-dealer says it has no “imminent” plans to own a bank, it now can if it wants to -- thanks to the announcement of a stock distribution by two of the firm’s original private-equity investors.

The Internal Revenue Service has proposed to extend for up to 10 years the amount of time that taxpayers would have to apply for the “innocent spouse” tax relief program.

Advisors are adopting new technologies to streamline processes and impress clients. But it's smart to have a backup plan in case the technology fails you, says solo advisor Dave Grant.

Raymond James is ramping up its pitch to attract independent advisors by opening up access to alternative investments.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of RIAs have to say about some of the most popular overseas retirement destinations among their clients.

Many advisors have been surprised, almost shocked, to learn how unprofitable the bottom 50%, 60% or even 70% of their client base actually is.

Fewer RIAs this year are in the mood to sell thanks to stable growth in the markets.

The cultural divide that has long separated bankers and advisors is easing as banks step in to settle differences between them. Here are some of the steps banks are taking to defuse the banker-broker culture clash.

The organization is planning a new, broadly accessible online program now being developed in partnership with the University of Illinois.

The 15th largest independent broker-dealer in the country, National Planning Holdings, continues to grow in size.

The latest Focus catch is a big one: Southfield, Mich.-based Telemus Capital Partners, which provides investment management, financial planning, retirement and estate planning, life insurance and tax consulting to nearly 600 clients across the country. The firm has more than $2.2 billion in client assets.

After just a few months of running his solo practice, advisor Dave Grant has run into a good problem: how to manage a growing list of prospective clients.

Despite the slow economic recovery, many wealthy business owners are increasingly confident about their finances.

A terminal diagnosis for Simpson's co-creator Sam Simon pushed him to immediately address his estate and charitable giving plans. His story offers an important lesson for your clients.

Work-life balance can be difficult to achieve for some. While working on a family vacation, new solo advisor Dave Grant began to wonder if he was addicted to work. Are you?