Practice

Fintech accelerator Scratchworks kicked off its second competition, having already funded two winning startups from its inaugural contest.

Tax planning is part of financial planning — but pay attention to the terms of your partnership.

Applications that tackle the industry's compliance issues, automate back-office processes and streamline clearing and settlements are drawing interest from venture capital firms.

Under the new tax law, the tax on children’s investments and unearned income could end up costing a pretty penny.

An alphabet soup of confusing terminology is hindering clients and advisors from identifying portfolio opportunities.

Boosting the widow's benefit, while limiting the size of the increase for higher earners, could be a “well-targeted way to help reduce poverty for this vulnerable group.”

Agency also fines firm president Peter Mallouk for not reporting family accounts.

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

Aggregators, private equity firms and family offices are all investing in RIAs. Know the key differences between them.

Amid industry concerns, the largest RIA lender promises not to share data between the bank and its new wealth firm.