Wealth management

There’s a strategy that’s been useful to help many clients achieve their financial objectives, while providing the tangible security required by the lender.

Adding wealth management is a great way to turbo-charge a practice.

The world’s wealthy are increasingly on the move.

The annual list ranks the top CPA financial planners by assets under management.

Deloitte LLP said it resigned as Ferrexpo Plc’s auditor over delays by the Ukrainian iron-ore producer in investigating its own charitable donations.

Baker Tilly welcomes staff members' children for Take Your Child to Work Day, and BlumShapiro to host their annual Career Walk for local students on May 3.

As more presidential candidates release their tax returns, a picture of Democrats’ charitable giving is beginning to emerge. For the most part, they’re not as generous as most Americans.

A rebound in the stock market in the first quarter of 2019 enabled the index to rebound to an all-new high.

The Democratic presidential candidate is seeking to show young voters she would ease one of their biggest economic burdens.

The justices questioned a state’s ability to tax income from a trust based on the beneficiaries residing there before taking any distributions.

When it comes to promoting new services, firms want to start by being subtle.

CFGI acquires Pine Hill Group; Sax Wealth Advisors adds Stuart B. Hermann, CFP, CPA; Mauldin & Jenkins acquires Jon Campbell & Associates; and Cresa acquires Portfolio Solutions Group.

David Knoch, the president of 1st Global, is getting ready for the close of the acquisition of his financial advisory firm by Blucora, the parent company of HD Vest, and is making plans for aligning with a former rival.

The top Democrat on the Senate Finance Committee, Ron Wyden, is reviving a plan that would tax wealthy individuals annually on their investments, instead of when those assets are sold.

For New York City’s luxury real estate brokers, a new mansion tax certainly isn’t welcome news, but it’s better than the alternative.

Financial planners need to engage with the next generation -- for both their sakes.

Democrats are busy finding new ways to tax the rich. The most straightforward way to do that — an annual tax on household wealth — is an idea with deep roots in Europe that several 2020 hopefuls are hoping to import to the U.S.

The Democratic presidential candidate is joining in calls for higher taxes on the wealthy, an issue that’s taking hold among the contenders for the party’s nomination in 2020.

Blucora plans to combine HD Vest’s individual tax advisor focus with 1st Global’s institutional, multi-partner focus.

The California charity at the center of the college-admissions scandal apparently never attracted attention from the IRS.