Foreign entities use this to document their status

Nearly a third of advisors plan to buy another practice in the next one to five years

How Brian Hamburger became the man behind the curtain in almost every major breakaway deal and helped define the industry

A senior official with the Securities Exchange Commission told Congress Thursday the regulator may not have sufficient data to move ahead on fiduciary rulemaking, but industry groups aren’t buying it...

More than half of LGBT investors say they would value advice on wills and estate plans

• Final regulations issued under Internal Revenue Code Section 67(e) regarding miscellaneous itemized deductions—In Treasury Decision 9664 (May 9, 2014), the Internal Revenue Service issued final regulations regarding which costs...