Independent financial advisors may soon be able to retain and reinvest a greater percentage of their practice's revenue. A coalition of broker-dealers and industry trade groups has asked Congress to ...

Another proposal under consideration would make changes to the capital gains tax, in case of an estate tax repeal, such as the elimination or modification of the step-up approach, in which inherited ...

The Americas wealth unit posted $2.9 billion in total revenues in the fourth quarter, a 14% increase year-over-year, and its profit before tax in the fourth quarter of 2024 was $214 million, up $129 ...