Wealth management

The wealth management firm is changing its name and leadership structure to reflect its relationship with Wipfli, effective June 1.

The deal will expand the Top 100 Firm's presence in New England.

Florida’s long-running effort to lure Wall Street hotshots is gaining traction thanks to a provision in the federal tax law that hits residents of high-tax states.

The Top 100 Firm was on hand for the debut of the biographical film of author and speaker Steve Pemberton.

CPA advisors need to do more planning for themselves.

The private equity firm has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever.

XYPN will cover the costs of the CPA Exam for its members who do not yet have CFP certification.

A New York Republican introduced legislation in the House that would waive the new tax on about 30 wealthy college endowments if they spend 25 percent of their annual investment earnings on reducing the cost for middle-income students.

President Donald Trump’s tax overhaul could wreak havoc on prenuptial agreements across the country — and maybe even his own.

Workers are forced to draw on their 401(k) retirement savings for more immediate needs, according to a new survey by PwC.

The updates will go into effect starting with the November 2018 exam.

The organization is seeking research papers on a number of topics for its third annual Academic Research Colloquium next February.

Private colleges facing a new endowment tax may “behave strategically” to avoid paying it, according to a study published Thursday by a senior researcher at the Federal Reserve Bank of Cleveland.

Tax knowledge is considered to be the most important factor when choosing a financial advisor, according to a new survey, which also found the CPA credential to be the one most associated with financial advice.

About one-third of Americans are postponing a major life decision, such as getting married or having children, for financial reasons.

Many of the biggest beneficiaries of President Donald Trump’s tax overhaul haven’t even been born yet.

The Illinois firm participated in its annual 'Bowl for Kids' Sake' event to benefit the organization.

A research paper from the CFP Board found that black and Latino professionals are severely underrepresented in the industry.

A House bill to repeal the four-month-old U.S. college endowment tax has gained sponsors on both sides of the political aisle.