Practice

The IRS is rolling out a voluntary disclosure program to let businesses pay back Employee Retention Credits they claimed in error.

Financial advisors and tax professionals serving self-employed and other entrepreneurial clients start with a choice between two methods, then make careful calculations.

As Angie Herbers looks back on two decades at the consulting firm she founded, she shares how she grew it from nothing and what peers in the industry can learn.

From a kid shopping for advisor brains to a Destiny's Child song parody, here's a selection of the year's finest financial humor.

A new study from Envestnet looks at how end-to-end platforms, holistic advice and AI are moving the industry forward.

The pending acquisition furthers the firm's plans to be a dominant giant, but it also poses tests of its recruiting, capital structure and ongoing reorganization.

Because advisors can't easily see, manage or bill on what sits outside a client's portfolio, it often goes ignored.

From estate planning to Medicare advice, financial advisors can offer serious value in the coming year.

They're only 11% of the population, but older baby boomers have accumulated over $14 trillion in additional net worth since the end of 2019.

The sixth-largest U.S. bank has big plans to grow its private bank by developing young talent, as it prepares to target many of the hottest markets for young wealth.