The late singer and business mogul gave prodigiously throughout her life. Parton's example can tell advisors a lot about how ...

The proposed investment rules for Section 530A accounts, also known as Trump accounts, limit choices, and advisors say that could make decisions easier.

Borrowing against art can offer liquidity without triggering capital gains, but high costs keep it from becoming a ...

The largest firm in the independent brokerage channel is also the fastest growing. But the industry's rapid expansion ...

The difference between bleeding a third of gains to taxes and being able to keep compounding isn't luck or a secret loophole.

With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity ...

Industry experts say custodial firms' services have largely become "commoditized." The acquisition of Altruist opens the door ...

From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.

Over the past decade, the annual revenue gap between LPL and any other independent brokerage has soared to more than 100% ...

Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with ...

More than half of the independent brokerages participating in this year's IBD Elite study declined to disclose the share of ...

The OZ tax benefit for capital gains will still apply in 2027, but the original rule has an advantage worth weighing.