Wealth management

The field of tax is usually not regarded as being an outlet for exceptional creativity.

Accountants have a new way to gain the PFS credential, and non-CPAs can get educated too.

A long-awaited standards update will clarify a key issue in the not-for-profit world.

The first step may be getting them to figure out what retiring means to them, a panel of CPA financial planners says.

Accounting Today's list of CPA wealth management practices with over $1B in AUM.

A lot can go wrong when acquiring a practice from a deceased accountant’s estate. Here are some real-life examples.

The wealth management firm is changing its name and leadership structure to reflect its relationship with Wipfli, effective June 1.

The deal will expand the Top 100 Firm's presence in New England.

Florida’s long-running effort to lure Wall Street hotshots is gaining traction thanks to a provision in the federal tax law that hits residents of high-tax states.