Financial Planning

An influx of investors is accelerating growth in the professional services sector.

The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.

OneStream Inc. is seeking to raise $465.5 million in a U.S. initial public offering for the cloud-based platform. which includes accounting and budgeting.

The Atlanta-based Top 50 Firm secured funding from Boston-based Charlesbank Capital Partners.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.

Estate attorneys are creating revival trusts aimed at extending wealth until people who get cryonically preserved can be revived, even if it's hundreds of years later.

The Top 25 Firm in New York has added an assurance, tax and advisory firm in Worcester, Massachusetts, the latest in a series of acquisitions since it received private equity funding.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?