Donald Trump advisor Anthony Scaramucci does not speak for "real" financial advisors when he compares the new DOL fiduciary rule to slavery. » Read More
Despite warnings and news coverage, phone scammers continue to run very successful "businesses" posing as Internal Revenue Service agents.
Believe it or not, the person you hired to care for your loved ones is considered an employee. With that comes a responsibility to the IRS.
If you want to reduce your 2016 tax bill, most of the available strategies must be deployed before the calendar flips to 2017.
There are some lessons to extract from the financial behavior of the wealthy. All of them have certain habits whereby they save money.
While no one likes to talk about death, creating a financial plan can avoid years of financial distress for the loved ones left behind.
Many people approaching retirement or who are already retired have misunderstandings or misconceptions about Social Security.
Lackluster portfolio performance is a top reason investors switch financial advisors, along with poor communication and bad advice.
Cost, ease and efficiency are driving investment assets into passively managed exchange-traded funds from actively managed alternatives.
Emotional investing is not safe, so during this election, successful investors account for goals, time horizons and risk comfort levels.
Money you've spent on your kids can now be directed elsewhere. What you do from here can have a dramatic impact on your financial future.
Arbitration against Merrill Lynch highlights a potential hazard for other banks selling structured product investments.
Some 36 percent of Americans have no understanding of what a financial advisor does. Here's what several are doing to get the word out.
Advisors who want to capture the $30 trillion that boomers are passing on to heirs must embrace fintech tools to attract young clients.
Zombie debt ... old, bad debt you thought was dead ... can come back to haunt you, but there are ways to fight off this fiscal apocalypse.
It's clear that if the market is going to climb again in 2016, it won't necessarily be on the back of Facebook, Amazon, Netflix and Google.
Several financial advisory industry groups are planning a court challenge to the fiduciary rule recently finalized by the Labor Department.
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Take an in-depth look at the world of modern medicine - examining the treatments, companies and people making a difference in the way we treat illness and injuries today, and laying the foundation for the medical treatments of tomorrow.
Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
Getting a tax deduction makes giving a little more rewarding. However, people don't always get deductions they're entitled to.
Trump advisor Anthony Scaramucci does not speak for financial advisors when he compares the fiduciary rule to slavery.
Several Social Security "criminal" regulations bar Americans convicted of crimes from accessing retirement benefits.