• Fifth Circuit affirms district court ruling that imposed personal liability on donees for gift tax plus interest—In United States v. Marshall (Nov. 2, 2014), the U.S. Court of Appeals for the Fifth Circuit held that the donees of...

REP.: Your advisory firm recently acquired an accounting firm. What was behind this decision...

Future Hall of Famer and five-time NBA champion Tim Duncan made headlines off the court last week after a San Antonio TV station reported that he filed a lawsuit against his financial advisor, Charles Banks. The San Antonio Spurs forward is seeki...

Fidelity announced plans Monday to purchase eMoney Advisor, a wealth planning software company, from Guardian Life Insurance to enhance technology offerings, and the custodian's registered investment advisors will be among the first to benefit...

Preempting a move by the Securities and Exchange Commission to propose and enforce a uniform fiduciary standard among financial advisors, the Institute for the Fiduciary Standard released a set of 11 best practices on Thursday for RIAs and brokers...

Tick tock. | moodboard/Thinkstock When was the last time you rolled into the office at 9 a.m. and were out the door at 5 p.m.? And you didn't check your email or look at your company-issue smartphone before or after work on what's supposed t...