Financial planning

The asset management firm partly owned by Top 100 Firm Warren Averett has acquired a registered investment advisory firm in Birmingham, Alabama.

Accountants need to focus on how they stand out from the crowd of wealth advisors.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

Don’t get stuck doing ‘a quick review’ or checking what clients have already bought.

The task force will gather experts in sanctions and export control enforcement, asset forfeiture, money laundering, tax enforcement, and foreign evidence collection.

The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.

Small-firm owners and partners are in the best position to advise their clients on the giving, holding and receiving of this wealth.

Understanding how gifted money will impact the student’s FASFA is critical.

The past year raises a number of questions for the next 12 months.