Financial planning

The Democratic presidential candidate is seeking to show young voters she would ease one of their biggest economic burdens.

When it comes to promoting new services, firms want to start by being subtle.

David Knoch, the president of 1st Global, is getting ready for the close of the acquisition of his financial advisory firm by Blucora, the parent company of HD Vest, and is making plans for aligning with a former rival.

Financial planners need to engage with the next generation -- for both their sakes.

Blucora plans to combine HD Vest’s individual tax advisor focus with 1st Global’s institutional, multi-partner focus.

The U.K. taxman is coming under fire over its program giving the wealthy one last opportunity to disclose income or assets stashed in secretive offshore accounts.

New York Assembly Speaker Carl Heastie added momentum to the idea of taxing non-resident owners of multi-million dollar apartments as a way to help pay for billions of dollars of regional transit improvements.

Improving your financial planning practice via mergers and acquistions.

Analysts are more likely to highlight the negatives instead of the positives, according to new research.