Wealth management

A key advantage to partnering with a wealth management firm is gaining a complete view of each client's financial picture.

Federal attention to foreign influence in higher education has intensified.

SyntheticFi co-founder Joseph Wang says his firm's investment and trading technology makes an options strategy long embraced by hedge funds more accessible to advisors and their clients.

Small business owners are losing the equivalent of 33 working days a year due to financial stress, according to a report from Xero.

The "sticker shock" of tax rates and IRS reporting rules may place the recent record highs and falls in a different context for investors, one expert says.

None of the findings in a new working academic paper will likely surprise financial advisors. But they could provide some helpful data for conversations with investors.

Partnerships between CPAs and RIAs are on the rise, but care must be taken to avoid actual or perceived improprieties when considering compensation.

The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.

The U.S. Department of Education is delaying involuntary collections of student loan debt by garnishing wages and seizing tax refunds.

Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors and their clients bite?

A proposed tax on billionaires in California has led to fear among investors and shows the difficulty of doing business in the state.

The Top 75 Firm has acquired Scheidel, Sullivan & Lanni CPA, while its subsidiary, Sax Wealth Advisors, acquired Sierra Financial Advisors.

The tax shield on student loan forgiveness has expired. Here is how advisors can help clients lower their burdens.

Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite deadline.

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset location during the decumulation phase.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

The council's inaugural in-person meeting will be held on Tuesday, Dec. 16 from 12:00 p.m. EST through 1:30 p.m. EST at Sax's New York City offices.

Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.

PKF O'Connor Davies, a Top 25 Firm based in New York, has added Wolf Maryles & Associates, also headquartered in Manhattan.

The initiative from the president's tax law has drawn support from corporate and financial leaders.