Apr 01, 2014

The interpretation of what’s an allowable deduction has increasingly pushed the limits of imagination. Certainly what’s considered to be a business expense has changed over the last 20 years. What the IRS has allowed as...

Morningstar Picks Up Data Aggregator for $28M

Apr 01, 2014

Joe Mansueto dives deeper into client financial account aggregation technology with ByAllAccounts acquisition

Advisors Make More Than Their Parents

Mar 31, 2014

Financial advisors tend to be better off than their parents, making about 8 percent more than them in adulthood, according to a recent analysis by NPR. The news outlet’s “Planet Money” blog looked at government data for the same group of people ...

Wealth Management Madness: The Final Vote

Mar 31, 2014

Wealth Management Madness: The Final Vote

Mar 31, 2014

Top 10 Women RIAs in 2014

Mar 28, 2014

Women are still a minority in financial services, despite the industry's efforts to address the gender imbalance. Female advisors make up between 10 and 30 percent of the advisory workforce, according to data collected by Cerulli Associates...

Tax Law Update: April 2014

Mar 28, 2014

• Tax Court determines value of decedent’s interest in family holding company—The Tax Court recently decided another family limited partnership valuation case in its memorandum decision, Estate of Helen P. Richmond, T.C. Memo...

Ric Edelman’s Workday Strategies

Mar 28, 2014

Ric Edelman, the CEO of Edelman Financial Services, was recently chosen as one of the most influential figures in wealth management by the readers of WealthManagement.com. Here he shares his time management techniques, the importance of delegating...