The Senate passed Tuesday afternoon the Internal Revenue Service Math and Taxpayer Help (IRS MATH) Act, bipartisan legislation to simplify notices informing taxpayers of mistakes on their tax filings.

Many clients hope to move somewhere else after they retire to cut costs, increase their quality of life and escape the pain ...

The agency's handling of off-channel communications was "not the way a regulator should act," Paul Atkins said.

Sequoia Financial Group, a $30 billion hybrid RIA firm, has announced plans to appoint Annie McCauley as its new president, taking over from Tom Haught effective Jan. 1. McCauley will be responsible ...

While the Securities and Exchange Commission's texting crackdown hit a fever pitch during former Chairman Gary Gensler's term ...

An advisor who left Sweet Financial Partners, which the group acquired, is soliciting Sweet clients, according to a lawsuit.

Teresa Rasmussen, the Washington-based trade's 2026 chair, is the president and chief executive officer of Thrivent, a Minneapolis-based life, annuity and long-term care insurance provider.

The IRS posted one batch, which will shape how arrangements like estate taxes, gift taxes and long-term care insurance will ...

A new Vanguard report paints a worrying picture of the generation’s prospects for a stable retirement lifestyle.

Clients may sell securities at a loss for various reasons, including rebalancing portfolios and, especially as year-end ...

For a look at seven alternative economic data streams that are still flowing, see the gallery accompanying this article.

Malibu Life Holdings announced Tuesday that it has agreed to pay Mutual of America $45 million to acquire Mutual of America's TruSpire Retirement Insurance subsidiary.