Borrowing against art can offer liquidity without triggering capital gains, but high costs keep it from becoming a ...

The largest firm in the independent brokerage channel is also the fastest growing. But the industry's rapid expansion ...

The difference between bleeding a third of gains to taxes and being able to keep compounding isn't luck or a secret loophole.

With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity ...

From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.

As Rick Simonetti of Fidelis Capital saw Wells Fargo stepping away from offering services for wealthy families with complex needs, he knew it was time to move on. Processing Content Fresh off its ...

Industry experts say custodial firms' services have largely become "commoditized." The acquisition of Altruist opens the door ...

An advisor's choice between a "sunset" deal for a succession plan or dropping their brokerage firm to sell an independent advisory business involves one option that is easier and one that pays better.

Over the past decade, the annual revenue gap between LPL and any other independent brokerage has soared to more than 100% ...

Last year's July 4 tax legislation didn't eliminate the case for Roth IRA conversions, but it changed planning equations for ...

Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with ...

Wealth taxes and similar proposals popping up around the country are giving advisors new factors to consider when building clients' financial plans. Even so, they're just one of many things that must ...