RIAs

As wealth management firms and advisors increasingly wear two hats, it's getting harder for investors to know when they're overpaying for products and advice.

ERC "mills" have come out of the woodwork to lure small business owners into taking a lucrative tax credit they don't qualify for. Here's what advisors need to know.

Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.

Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.

Plans sold through brokers cost nearly three times as much as those sold directly; time-stressed parents can find it's worth it.

Pulling the costs directly out of clients’ IRAs can blunt the sting, but it shrinks the pot of tax-deferred retirement assets.

The White House’s sweeping proposal to raise taxes on the wealthy will likely force advisors to get creative as they structure sales of their practices.

Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.

Many RIAs can qualify for this lucrative benefit. Here’s what you need to know this tax filing season.

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.

It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.

From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming.

The advisory firm knew the drill, but the storm still threw them for a loop.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.