Practice

The chances of getting audited for people making at least $10 million plunged during the last fiscal year, IRS data shows.

Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.

“The general feeling is that progress is made every day, little by little,” an executive said of the crypto community’s optimism.

Swiss banks face pressure across Europe, with prosecutors in France, Germany and Italy accusing them of helping clients hide money from tax authorities.

Despite the win, a proxy adviser had raised concerns that the bank’s compensation committee uses too much discretion when determining total pay.

The IBD last recruited a practice from Cetera in October.

The firm has a particular focus on female clients and empowering women to better control their finances.

Lawmakers are poised to merge two bills that would make it easier for workers to save for retirement.

The firm has its origins as a family office founded by John D. Rockefeller in 1882.

They are not required to pay taxes on income accrued from properties leased for no more than 14 days.