Practice

A look at which firms had the biggest loan balances and revenue numbers and the relationship between the two.

Asset-Map's founder and CEO H. Adam Holt talks on the power of creating visuals for clients to see their financial lives and the firm's next steps in going holistic.

An aging advisor base, continuing consolidation in M&A deals and shrinking organic growth are causing teams to consider changes, J.D. Power said.

The arbitration award comes amid the industry's aggressive push to make sure departing wealth managers pay back money owed on recruiting loans.

GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.

The Government Accountability Office recently found that some populations may be getting selected for IRS audits at a higher rate than others.

Estate attorneys are creating trusts to extend wealth until people who get cryonically preserved can be revived — even if it's hundreds of years later.

The fate of hyperrealistic advisor bots depends on many factors — including the validity of a phenomenon dubbed the "uncanny valley" effect.

The Internal Revenue Service has stepped up efforts to combat dubious tax advice promoting schemes involving the Fuel Tax Credit, the Sick and Family Leave Credit, and household employment taxes.

Firms that haven't been afraid of generous recruiting offers have shown the greatest growth in recent years.