In|Vest West 2018 Direct

From "You can't retire yet" to "Your husband is gambling away your savings," here are the toughest conversations wealth managers have with their customers — and how to get through them.

Deborah Roth, CPA, is managing director of R&D tax credits at Source Advisors. She has overseen more than 4,500 R&D tax credit studies. She holds a BBA and a Master of Accountancy from the University of Michigan School of Business, and is a founding member of the National R&E Roundtable.

From the rise of ChatGPT to ESG hypocrisy and in-depth reporting on DEI issues in wealth management, these are the stories that garnered awards for FP reporters in 2023.

The combined net worth of the 500 richest people surged by $1.5 trillion in 2023, fully rebounding from the $1.4 trillion lost the year prior.

From money management classics to a musical memoir, these are the 15 books financial advisors found inspiring, instructive or engaging this year.

Rory Van Loo is a law professor at Boston University and was on the implementation team that set up the Consumer Financial Protection Bureau.

The arguments in Moore v. U.S. carry major potential implications, but these 14 excerpts suggest SCOTUS will deliver a less sweeping decision next year.

Without inflation adjustments to income and net worth criteria, the number of people who qualify to put their money into sophisticated and risky investments has skyrocketed.

Matthew Kanas is managing director, Americas at Ignition.

Musk, Zuckerberg, Benioff and Altman couldn't avoid standing in a negative spotlight.