Wealth management

Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.

Not-for-profit organizations are putting more emphasis on cutting costs as they face the prospect of donors giving them less, according to a new survey.

Choreo, a Chicago-based independent investment advisory firm that spun off from Top 10 Firm RSM US last year, has acquired an $8.1 billion wealth management practice from BDO USA.

Significant tax and legal issues may be triggered with some types of estate planning arrangements.

Property-tax map; zero due meaning; partners' pay differences; and other highlights from our favorite tax bloggers.

From more agents to the deployment of AI, the service is directing resources where the money is.

A successful merger with Top 100 Firm Carr, Riggs & Ingram has spurred Level Four Group's rapid expansion and continues to provide new growth opportunities

There will always be both business owners and individuals who drag their feet on different elements of their financial planning.

If clients don't know what their future selves look like, they can't finish the planning process. That's where you (and behavioral finance) come in.

The accounting icon has found yet another way to give back in addition to his teaching, mentoring, writing and many other contributions to the profession.