Wealth management

Financial planners need to plan in advance for the inevitable turn to the bears.

The Top 6 firm's two weeks of fundraising will go towards ending child poverty.

A pledge not to give the wealthiest Americans an absolute tax cut is coming back to haunt Treasury Secretary Steven Mnuchin.

The Institute recognized Louisiana CPA Joseph Zanco for his philanthropy and community leadership.

The American Institute of CPAs has sent a list of six tax regulations to Treasury Secretary Steven Mnuchin that it wants the Treasury Department to review under an executive order from President Trump calling for reducing overly burdensome tax regulations.

As clients age, accountants and advisors need to be ready to help them and their families handle the issues surrounding their eventual decline. U.S. Wealth Management’s John Napolitano discusses how, and why it’s more important than ever.

High-net-worth individuals coming to the U.S. need good planning advice.

Sen. Chuck Grassley, R-Iowa, and a group of 14 other senators from both parties are asking the Internal Revenue Service and the Treasury Department to clarify their rules to enable more lenders to refinance student loans.

Responses for the annual listing of CPA financial planners by assets under management are due May 12.

Picking the PFP model that fits a firm best requires some self-knowledge.

Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.

Withum has united its brand with a longtime partner, PWM Advisory Group, an independent registered investor advisor, to create Withum Wealth Management.

Senior marketing coordinator Matt Basilo is competing for the non-profit's "Man of the Year" honors.

Interest rate increases and inflation fears are causing a slight decline in the American Institute of CPAs’ Personal Financial Satisfaction Index in the first quarter of the year, despite positive news in the stock market and promises of tax reform.

Central and South America and the Caribbean offer the best opportunities for Americans looking for lower tax burdens.

Financial advisors need to step up to help prevent elder abuse.

The traditional family is no longer so traditional. Increasingly children are living in blended families, bringing complex tax issues to their parents’ accountants.

Investors are increasingly relying on nonfinancial performance information, including disclosures by companies about their environmental, social and governance practices, to make their investing decisions, according to a new survey by Ernst & Young.

Warren Averett Asset Management and Kinsight have combined to form the biggest fee-only financial planning and investment advisor firm in Alabama, with total assets under management over $2.2 billion.