The Latest

The firm is looking for ways to maintain its edge and reinvigorate its shares, which have trailed rivals over the past year.

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

Alan Grad is chairman and CEO of American Business, which works closely with CPAs to help them deepen their value as trusted advisors by deciphering complex life insurance issues as they relate to potential client needs. He writes extensively on subjects relating to coordinating life insurance strategies within estate and business structures for high-net-worth individuals and affluent families. Email him at agrad@americanbusiness.com.

Seniors hoping to begin retirement next year are advised to review their risk exposure, pay down their debt and save for additional health care costs.

One size fits all? The single form for disclosure of client-advisor relationships applies even if firms offer multiple products and services.

The most outstanding advisors are those who do well across the board, even if they aren't the best in any one specific area.

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.

Funds that track custom-built indexes often seek exposure to securities based on factors like ESG and strategies that would typically be actively managed.

The SEC says broker-dealers may treat investment advisors as if they were subject to the AML Rule — under certain conditions.

In 90% of families, wealth disappears by the end of the third generation.