Archive

Many tax and estate-planning professionals are aware of the basic tax rules governing deductions for charitable contributions. They know the general distinctions between the limits on income tax deductions for contributions to private foundations...

Much is written about pre-immigration planning, and for good reason. There are many steps that can be taken to minimize U.S. taxes before getting on a plane to the United States to establish residence. But once you have become a resident alien in...

Merrill's new acquisition strategy sputters as 80 percent of Advest reps walk

A labor lawyer, armed with depression era law that was originally intended to protect blue-collar workers, is threatening Wall Street's age old compensation structure. Do you deserve to be paid overtime? Sick of paying your assistants salary?

Savvy investors know how to keep customer complaints down and profit from those they can't

The 26th annual Outstanding Broker Awards honors 10 of the most able, yet charitable, financial advisors in the country

Supportive work environments and the ability to work out their own schedules

Piper Jaffary is the latest wirehouse deal for a regional

Professional designations are proliferating. Too many seem more devoted to marketing than anything else.

Interview with Frank Congemi