The Latest

Victor Wahba is CEO of New York City-based Top 100 Firm Mazars USA.

Tiffany Couch, CPA/CFF, CFE, is CEO and founder of Acuity Forensics, a nationally recognized forensic accounting firm, and the author of “The Thief in Your Company,” a book that explores the financial and emotional impact of fraud on organizations of all sizes. Reach her at tcouch@acuityforensics.com or (360) 573-5158.

The wealth management platform of the future can manage client finances without having to interact with advisors, says Wealthfront CEO Andy Rachleff.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Those who can't downsize can still rent out a portion of their property to help cover expenses.

The firm agreed to settle and admitted wrongdoing, according to the regulator.

David C. Chang, CPA, is a tax manager who develops tax planning strategies for clients at Haskell & White.

Securities America and Atria Wealth Solutions hired recruiting and operational heads from Ameriprise and Cetera.

While some funds show low valuations, S&P and Dow both stand at post-crisis highs.

David Reiser spent 10 years at the wirehouse where he worked with ultrawealthy clients and families.