Fixed income

Exchange funds could help address some wealthy clients' concentration risks and tax quandaries at the same time.

Buybacks have drawn the ire of some members of the Trump administration, having been a topic in the wrangling over President Trump's signature tax bill.

Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.

Payments platform Tipalti announced it has acquired Statement, an AI-powered treasury automation solution.

The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

BOI is back; phantom stocks; continuous compliance; and other highlights from our favorite tax bloggers.

The Nasdaq 100 Index posted its biggest intraday drop in nearly two years as investors braced for days of volatility amid rising concerns over a slowing U.S. economy and overheated gains in the technology sector.

The growing fixed-income products carry some risks, but their returns this year are attracting more financial advisors and their clients, according to experts.

He reiterated that American officials must be able to review the audit papers of Chinese companies that trade in the U.S.

TradeZero has settled with the commission over charges that it misled investors when it said it does not restrict access to meme stocks.

A bad CDP hearing; a key point when giving stock; fat o’ the land; and other highlights from our favorite tax bloggers.

What’s wrong with the IRS?; lessons from court; a new blog; and other highlights from our favorite tax bloggers.

With banks and the Federal Reserve now eyeing more lasting inflation, many financial advisors are adjusting things for their clients.

When notices arrive late; deferred FICA minefield; two decades a-wandering; and other highlights from our favorite tax bloggers.

The firm has implemented inter.x in-house, but it is also available to clients to manage dealings between financial entities of a business, which account for 30 to 40 percent of the global economy.

Accountants and tax pros should pay special attention to their clients who work at companies that have recently gone public.

Companies report fluctuations in revenue and expenses over time in a way that makes the earnings growth look steady across quarters.

Canada is reining in a tax break on employee stock options by introducing a cap that it expects will impact executives of major, established companies.

As the U.S. government shutdown continues, one potential consequence of it threatens to disrupt the supply of T-bills.