Financial Planning

Quant firm Dimensional Fund Advisors has received formal approval to adopt a fund structure that for two decades has been used exclusively by Vanguard.

Springline Advisory acquired Infinity Globus and Smart Accountants, both based in Ahmedabad, India, expanding the firm's international reach.

Grant Thornton International is considering a possible minority stake sale of its Indian unit or a merger with its operations in the U.S. or Europe.

The Internal Revenue Service increased the annual retirement plan contribution limits for 2026 thanks to cost-of-living adjustments for inflation.

Crete Professionals Alliance added Acuity; and Mercer Advisors acquired Beach Freeman Lim & Cleland.

Handling tough clients; not all revenue is created equal; military returns; and other highlights from our favorite tax bloggers.

The Internal Revenue Service has provided a safe harbor for certain trusts enabling them to stake their digital assets without jeopardizing their tax status.

Citrin Cooperman merged in KBFM; Brown Edwards acquired DesRoches; and Pinion added Gifford & Cox.

The industry asked for and received a delay in the rule from the IRS in 2023. Now that it's going into effect, here are the key implications for sponsors and savers.

The Council raises between $1 million to $1.5 million per year from approximately 40 participating accounting firms to research and treat Alzheimer's disease.