Wealth management

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

Plus, Pipe launches AI agents for small biz; Wolters Kluwer divests its Finance, Risk and Regulatory Reporting unit; and other accounting tech news.

The implications of the NCAA's House settlement on revenue sharing with student athletes may have ripple effects on academic programs like accounting.

The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.

The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the tax complexity of the looming shift.

While the advantages to the parents often receive the most attention, a summer job could pay literal dividends to the children, experts say.

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

This year's collection of top CPA financial planners are focused on every different part of the puzzle.

The dome of the U.S. Capitol Building in Washington, D.C., is reflected upside down in a puddle outside of the structure

Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.

Valuations this year; handling interviewees; AI and accounting ed.; and other highlights from our favorite tax bloggers.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

Plus, EY announces Integrated Finance Managed Service; Ignition debuts AutoCollect solution; and other accounting tech news and updates.

Tax Court judges; like-kind slip-ups; estate planning and digital assets; and other highlights from our favorite tax bloggers.

Savant Wealth Management acquired CPA-led registered investment advisor Corrigan Financial, based in Middletown, Rhode Island, on April 30.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

The survey window for our annual ranking of the top CPA financial planners by assets under management is now open.

The U.S. Department of Education plans to resume collecting defaulted student loans on May 5 after a years-long pause that began with the pandemic.