Lanton represents small firms; Nagengast reelected to represent large firms
Businesses that donate to charities in exchange for a state tax credit can deduct those costs from their federal taxes, according to new regulation
The president is relying on an expansive and controversial reading of executive power that likely will face legal challenges
Wealth transfer isn’t just for the well-heeled anymore as business owners and families of wide-ranging income levels embrace the latest strategies to keep intergenerational assets in the family — and out of the hands of the IRS
The shift to virtual may have been messy, but new ways of working and communicating have become the norm
Just as we’ve all adapted to new realities elsewhere in business, we’re adapting to the new conference reality
If clients turn 65, and are still working and covered by an employer’s group health insurance plan, should they sign up for Medicare Part A?
The move would be a first by the industry’s largest TAMP by assets
The TAMP is eyeing ways to ramp up adviser usage of its quantitative portfolios after experiencing double-digit percentage growth during the second quarter
Unplanned retirement in the current crisis is higher than during the Great Recession, with women and people of color disproportionately affected, a report finds
The move affects accounts with links to Venezuela's government or to the state-owned oil company, PDVSA
New Jersey-based WBI Investments and Millington Securities allegedly made misleading statements
Former NFL player Jack Brewer allegedly used nonpublic information to sell shares in COPsync
Peirce was reappointed to a Republican seat; Crenshaw fills a Democratic slot
The brokerage plans to integrate the popular thinkorswim, thinkpipes and iRebal tools
Sen. Murray says agency is ‘charging ahead recklessly’ and could cost retirement savers billions
The hype sometimes overshadows the actual returns on investment the technology is creating for financial advisers
Scott Dudley and David McQuade form Stirling Financial Group in San Diego
Higher education is a source of worry for many parents, and one where advisers can provide assistance
The pair now head to the Senate floor for a confirmation vote
