ETFs

Chalk up a win for asset managers in the Congressional battle over reshaping the U.S. tax regime. For everyone else, however, the celebration will have to wait.

A heavily shorted exchange-traded fund is soaring amid a report that the White House is not on board with the plan preferred by House Republicans.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.