Wealth management

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

The imminent arrival of beneficial ownership information reporting raises questions about indirect control, such as through trusts.

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.

More working Americans have a health savings account, but many are not using them to their fullest potential.

The Top 100 Firm is teaming up with a financial planning and RIA firm in a new joint venture.

The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

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.

The service held a webinar to raise awareness about programs that companies can use to help employees pay off student loans and other educational expenses. 

The tax-focused financial planning and wealth management company that partners with accounting firms is going private and joining a larger financial firm.

Educational assistance programs can help employees cope with the resumption of payments through a tax-free fringe benefit.