Greater certainty around taxes spurs increased donations to donor-advised funds
Agency extends due date for Form 8939;' good news' for those struggling with cost basis of property
Despite claims of GOP lawmakers, FPC says issue of single standard of care has been thoroughly studied
SEC nixes April-June target to gather more industry feedback
Johannessen says proposed 39.6% top marginal rate spooking more-affluent filers
Putnam Investments has released a series of three new retirement income funds and paired it with a planning tool for financial advisers.
As consumers manage more of their lives via smartphones and iPads, financial service companies are trying to ensure they don't get lost in the electronic shuffle.
No hard sell on site, and the price is right
The Federal Energy Regulatory Commission issued a $30 million fine against former Amaranth Advisors LLC energy trader Brian Hunter, who is accused of manipulating the natural-gas futures market in 2006.
Massachusetts plans to regulate expert-network firms, the first state in the U.S. to set rules for an industry that was caught up in the federal government's insider-trading investigation.
Warren slams attempts to weaken authority of new bureau; Wall Street 'behemoths' the real problem
The mortgage expense tax deduction and other 'sacred cows' would be gutted under an influential lawmaker's tax proposal
Brokers, planners, investment managers — everybody's crazy about Apple's ubiquitous portable reader
Will head up BofA unit's institutional consulting group; wirehouse veteran
Based on recent buying patterns, the shares of these four companies may be set to take off.
Budget battle is sound and fury signifying very little
While the 2010 Tax Act for now locks in the current marginal tax rates for all income levels, advisers thinking about the future need tools at their disposal now to help sort out a client's future options, especially when it comes to the estate tax.
Broad outlines of the debate over comprehensive tax reform are starting to emerge on Capitol Hill
