Practice

Covid froze one of private banking's best tools — invite-only events for the children of wealthy clients. Now, they're starting to return.

Names like Wealthspire, EP Wealth, Cresset, Chevy Chase and Moneta ring a bit more familiar compared with other massive firms with less name recognition.

Sheldon Whitehouse, D-Rhode Island, and Roger Wicker, R-Mississippi, introduced bipartisan legislation to put more responsibility on accountants and other financial professionals to safeguard against money laundering and other crimes.

Corporate jargon is annoying to many employees, and may even prevent prospective hires from applying to your organization.

Donor-advised funds, favored by rich businessmen and celebrities, rack up tax benefits while delaying charitable giving.

The book invites women, people of color and millennials in particular to join the wealth profession. We interviewed author Raj Sharma to learn more.

For some borrowers of FFEL and Perkins loans, the Department of Education has some bad news.

Amid fears that inflation will eat away at their savings, a growing number of older workers are putting their retirement plans on hold, a new study found.

At first glance, the reduced premium for Medicare Part B looked like an untempered win for the Biden administration. The reality is much more complicated.

The lack of formal codification and an accurate count of customers leaves the profession struggling with fundamental questions about identifying the true practitioners and their base of clients.