Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.

A lawyer in the case says his legal team was able to present text messages showing a Stifel wealth manager had been touting complex structured notes as low-risk investments.

This past week was no different. Scroll down for a list of some of the biggest advisor and executive moves in recent days.

Regulators say Invesco felt pressure to overstate its investment support for environmental, social and governance causes for ...

The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who ...

Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on ...

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social ...

Of all the social networks, LinkedIn may be the trickiest combination of social and professional. Here's how financial ...

Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication ...

Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the ...

The Internal Revenue Service may be facing steep cuts in its budget with the win on Tuesday night of President-elect Donald ...

Edward Jones' 2024 winning streak continues. In the third quarter, the firm's advisor headcount expanded and its net revenue ...