Wealth management

The billionaire NBA star told his financial advisors that if he goes broke "it ain't going to be good for you," he shared on a recent podcast.

Whitman Transition Advisors and Truvestments are launching a Bitcoin fund, called Truvestment Bitcoin Legacy Fund, where CPA firm's high-net-worth clients can buy in early.

While stock values get the most attention after the Fed cuts rates, they affect trusts, too. Some beneficiaries of entities without flexible distribution provisions could take a big hit.

The Top 25 Firm is expanding in the Midwest by acquiring Mize CPAs in Topeka, Kansas, along with its affiliated wealth management firm, Prism Financial Group.

Bolotin Financial Group joins EisnerAmper's Prosperity, and 512Financial acquires HireBetter.

The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.

The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.

A limited federal tax credit, an above-the-line deduction for non-itemizers and restrictions on those of itemizers represent three of the biggest shifts under the new law.

Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.

Registered investment advisor Savant Wealth Management acquired PrairieView Partners, a CPA-led RIA based in St. Paul, Minnesota.