Financial Planning

GT divested the practice to Guidehouse, a consultancy owned by Veritas Capital.

What will happen to your practice if you die prematurely? What happens if you suddenly become disabled?

A majority stake in the wealth management unit of the accounting firm is being bought by a registered investment advisory firm.

A number of sustainable investing champions say it's time for the "ESG" label to be shelved and replaced by something less likely to draw attacks from both the political right and left.

Workers were able to invest their retirement nest egg in the famously profitable employee-only fund fee-free, until it caught the attention of the Internal Revenue Service.

Private placement life insurance, or PPLI, is a decades-old strategy that has been gaining popularity among the super-wealthy as a way to protect their fortunes from income and estate taxes.

The Association of Chartered Certified Accountants wants Europe to fall in with the ISSB.

Despite what the wealth management industry suggests, some investors benefit more from the popular strategy than others.

DAFs have been receiving more than half their contributions from complex assets such as shares of public and private companies, real estate and cryptocurrency in the past five years.

There will be fewer future buyers of practices, leaving the next generation of solos who want to retire perhaps unable to find a suitable buyer.