Wealth management

The survey window for our "Wealth Magnets" annual ranking of the top CPA financial planners by assets under management has been extended until Friday, May 8.

Clients may be able to save thousands in taxes and prepare for a better future with the introduction of even the most rudimentary financial planning.

The survey window for our "Wealth Magnets" annual ranking of the top CPA financial planners by assets under management is now open.

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

In June, voters will decide whether to impose an eight-fold increase to a gross-receipts tax on any large company doing business in the city where the highest paid executive earns 100 times or more than their median employee.

The Senate Finance Committee ranking member introduced two bills cracking down on grantor retained annuity trusts and private placement life insurance.

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

RIA Soltis acquired accounting, tax and advisory firm GDM Private Financial Solutions, the latest example of client demand for integrated wealth and tax planning solutions.

Over 1,000 IRS employees owe more than $8 million for not complying with the terms of a program that helps them repay their student loan debts.

The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.

Wealth management firm Americana Partners acquired NRT Consulting, a full-service financial consulting and accounting firm, on Tuesday.

The unit will now be renamed Threadline Wealth, backed by investment from the Cynosure Group, and have $5.8 billion in client assets under management

The documents your clients are already gathering for their returns are the same documents an estate planner needs to build or update a comprehensive plan.

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.