This study shows that financial advisors provide useful tax advice to their clients, being the first to provide evidence of tangible benefits delivered by financial advisors in the U.S. We find that investors who purchase mutual fund shares through financial advisors exhibit a stronger tendency...

We are the first to show that financial advisors generate tangible benefits for their clients in the form of useful tax advice. Investors who purchase mutual funds through financial advisors exhibit a stronger tendency of avoiding taxable distributions than those who do not. Our calculations...

Many Happy Returns is the story of Henry Bloch and the founding of H&R Block. Chronicling its 55 year history, Tom Bloch explores the life of his father and the creation of the company. With hard work, determination, and a little luck, Henry Bloch has become one of the most successful...