Wealth management

Here's the right way to help them lean into risk.

Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

The asset sales carry complexity requiring careful thought and expert advice, but they could prove beneficial to some wirehouse breakaways or RIA succession plans.

Next year is set to become one of the most significant in modern history when it comes to shaping the tax and financial planning environment.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

The essential IRS rules regarding the downsides — and potential benefits — of earning extra cash on the side.

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.