Practice

The Internal Revenue Service’s Office of Chief Counsel is spelling out new requirements for information from companies submitting claims for research credit tax refunds to prove they’re valid.

Join Janet King, Arizent VP of Research and Brian Elkins, Senior Director of Strategy at Monigle for a discussion of a new, prescriptive framework that helps banks and other financial institutions identify why customers choose to bank with one financial institution over another. Developed in conjunction with creative experience agency Monigle, the Humanizing Customer Experience research from American Banker draws on more than 5,000 customer responses to show what matters most in customer experience and ranks which financial institutions do it best. Join this discussion to learn more about how you can optimize your bank's approach to CX to improve customer satisfaction and earn higher net promoter scores.

Ainslie Simmons, a 20-year veteran of the industry, will serve as president of the new Pershing X division.

There’s no telling where the vast fortunes hide on tree-softened Phillips Avenue here in Sioux Falls.

The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis.

The grand jury indictment and a new filing by the SEC offer additional details on the case.

Researchers link personality traits to financial outcomes and behaviors, offering insight into how clients think about money.

Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement.

With top employees at a premium, winning the talent war means making earned media coverage a steady part of your company’s culture and employee engagement strategy.

In a conversation with Onramp Invest CEO Tyrone Ross at the Bitcoin for Advisors conference, Kitces explains his skepticism towards the asset class.