Wealth management

To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic as possible.

BDO USA is adding CFO Advisors and MorganFranklin Consulting’s public sector practice; RubinBrown Advisors combines with Wealth Management Advisors; Wessel & Co. merges in Perry & Co.; and CA PA joins Hancock Askew & Co.

IDGT’s are particularly useful estate planning tools in a low-interest-rate environment.

Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management -- the question is how you handle them.

Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.

It pays to be a senior executive in a U.S. family office. Private investment firms of rich families there have the greatest number of C-suite executives making more than $396,000 a year.

Nonprofits, lawmakers and others want to see more giving from fund donor-advised funds, which have grown popular recently because they’re so flexible.

Could your accounting firm thrive as a multifamily office?

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

Divorce and COVID-19 each bring various tax considerations.