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The SEC today charged Irving, Texas-based HD Vest with violating customer protection rules after failing to adequately supervise Lewis J...
Excruciatingly long holds on IRS's help line this year mean that taxpayers need to find better ways to get their questions answered.
Martin Bicknell's rollup firm Mariner Wealth has been aggressively acquiring RIAs and investment managers.
Reaction to Obama’s proposal shows how prized 529 plans are.
Few states are as strict about residency rules as New York, which means that if New Yorkers want to leave—and take state tax revenue along with them—they must prove they really are gone.
The program consists of three, hour-long educational webinars designed to teach advisors new tax strategies that can add more value to their client relationships.
The Patient Protection and Affordable Care Act is putting a mere dent in profits, say many of the biggest employers.
Avoiding tax software will not prevent your refund from being stolen, and neither will anything else, say security and tax experts.
Canadians who normally head south of their border for warmer weather are keeping closer track of their time in the United States because if they stay too long, they could lose their Canadian health...
HD Vest Investment Services has added enhancements to its 1040 Analyst tool.
A person who believes a huge financial gamble is about to pay off experiences the same brain activity as in one about to get a hit of cocaine, and the thought of a financial windfall is even more powerful than the sight of a naked body, he writes.
The national debate fanned by President Obama over new fiduciary standards for financial advisors shows that the country is veering too much toward punishment, says expert Donald Trone.
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