Practice

Providing for a disabled descendant is a highly complex challenge, and botching it can have tragic results. Here's how advisors can help clients thread the needle.

Taxpayers are concerned the extra $80 billion will lead to more tax audits.

A billionaire from post-Soviet Georgia and the giant Swiss bank are duking it out in Singapore over the failure of a trust company owned the financial institution to catch shady transactions.

With a prediction of a historically high Social Security COLA, some worry about tax consequences

In a panel at the Future Proof Conference, Renée Baker, Kamila Elliott and Tyrone Ross explained how wealth management can disrupt its legacy of exclusion.

After investment banking fees fell by 54% last quarter, the nation's largest bank by assets is considering cutting back. "Last year, we had to add a lot of bodies just to execute the huge amount of volume we were executing," Chief Operating Officer Daniel Pinto said Tuesday.

Investors tend to "chase yield" in tough economic times, but there's a price to that.

Americans are losing ground against other countries in what's shaping up to be "one of the worst years to retire in recent memory."

Whether it be machine learning, rules-based or something else entirely, wealth management's use of AI needs to be symbiotic with humans to work.

Two panels on the second day of the Future Proof Conference made the business case for wellness in a stressful profession.