Practice

Jim Chahine spent the bulk of his 26-year career at Merrill Lynch and Credit Suisse.

CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.

The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.

One topic under alleged examination is the monthly process through which prices of the benchmark’s futures contracts are calculated.

The dirty little secret about elder exploitation is that almost 60% of cases involve a perpetrator who is a family member, according to a 2014 study.

The No. 1 IBD has completed the NPH acquisition, but CEO Dan Arnold unveiled further growth initiatives amid challenges to its dominance.

A company’s refusal to hire a candidate because their work authorization papers will ultimately expire “may constitute illegal discrimination,” according to the Department of Homeland Security.

Miguel Ballestas was discharged from the firm after allegations of insider trading.

Medicare premiums will increase for high-income retirees because of the change in the income brackets that will serve as basis for determining these premiums for their Part B and Part D coverage.

Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.