The reduction of tax drag on a portfolio can potentially have a meaningful impact on your clients’ total after-tax wealth thanks to the power of compounding over time.

Superstar bond fund managers with many decades of experience may grab headlines regardless of performance, but there’s another generation of younger fund managers coming up in the ranks who are quietly turning in solid results without the hype. ...

Technology is changing the financial services industry and investing to meet the demands of investors for more social interaction, more transparency and lower costs, said Hardeep Walia, co-founder and CEO of Motif Investing during NAPFA’s...

Antoine Walker Needed to Listen to His Financial Advisor Former Boston Celtics power forward and NBA All-Star Antoine Walker talked to Bloomberg's Pimm Fox about how he lost $110 million, spending it on exotic cars, jewelry and handouts to a pos...

 Fifth Circuit reverses Tax Court and reinstates estate’s discounts for fractional interests in artwork—In Estate of James A. Elkins, Jr. v. Commissioner, No. 13-60472 (Sept. 15, 2014), the U.S. Court of Appeals for the Fifth...

Admitting to Fraud An accomplice to jailed Ponzi scheme artist Scott Rothstein pleaded guilty to conspiracy to commit wire fraud for his part of the Florida attorney's $1.2 billion crime. Richard Pearson, 57, of Miami, acted as a broker and rece...

The Financial Planning Coalition is advocating for new regulatory standards for financial planners, but is investor confusion enough to justify more rules in an arguably already overregulated industry? The Coalition, which is made up of the CFP ...