Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

Short-seller Hindenburg had alleged 'major irregularities' and 'manipulated earnings' at the Swiss fintech.

With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?

Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.

The digital bank is giving accountholders free in-app preparation and filing services through Column Tax.

The TAMP developed its new tools after consulting with a group of financial advisors on the design and functions.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

From stealth startups to fintechs and legal tech, meet the players who are reshaping accounting and tax.