Practice

Wealth managers from separate teams moved to the wirehouse.

Advisors must do a better job nurturing new women advisors and engaging female clients. Even so, AIG Advisor Group CEO Erica McGinnis has high hopes for women in the industry moving forward.

Veris Wealth Partners, an RIA specializing in sustainable investing, recruited the advisor, who was managing $500 million as a portfolio manager.

The Internal Revenue Service’s Large Business & International division has opened a gateway that financial institutions and the tax authorities abroad can use to send information on financial accounts held by U.S. taxpayers in accordance with the Foreign Account Tax Compliance Act.

The Internal Revenue Service is auditing the taxes of fewer businesses as a result of budget cuts in recent years.

The Internal Revenue Service reportedly sent a tax lien for $6,410,449.20 to Academy Award-winning actor Robert De Niro for his 2013 taxes, but it has now been paid after the notice went to the wrong address.

Neil Hennessy says he has managed to secure loyalty and productivity from every employee by providing creature comforts while also holding them to strict performance standards.

To court young talent, banks are reimagining their ads for positions like call center agents and video tellers as YouTube clips. They are also finding ways to make applications easier to fill out on mobile devices.

Two groups representing five advisors left Morgan Stanley to join RBC.

The best first step in preparing for health care expenses is to separate recurring costs from the less predictable ones; Plus. a proposal in Washington calls for required minimum distributions for Roth IRAs.