Practice

The group includes an advisor who oversaw $843 million.

The Internal Revenue Service released guidance Monday for employers claiming the employee retention credit for 2020 and how it relates to eligibility for the Paycheck Protection Program.

The most gilded name on Wall Street has been dealt a blow with two top leaders from its Marcus consumer unit defecting to a new Walmart venture, mere weeks after they were elevated.

Career mobility and heightened client dependence are two unexpected by-products of extreme uncertainty, writes Jodi Perry.

Firms are on the hunt for new talent, and they are upping their offerings to find and keep it.

With planners aging and the industry’s demographics still far out of step with the country’s, wealth managers are bulking up their support for new entrants.

Bitcoin and other digital currency investors face tax headaches and IRS scrutiny this filing season.

Part of a push by the company to open offices in underserved areas, Anthony Williams aims to make it “a pillar” of the community, he says.

Now political momentum is building to raise taxes on the wealthy and support families and small businesses during the pandemic.

While her predecessor led the organization through the 2008 financial crisis, Thasunda Brown Duckett is taking the top role at a time of different uncertainty.