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Avoiding common mistakes when filing returns for wealthy clients and exploring Roth IRA conversions are among the key considerations for advisors and accountants this tax season.

The amount of massive advisory practices across the industry more than tripled in a decade, leaving firms like Equius Partners with scale and succession challenges.

Switzerland's top prosecutor opened a probe to gather information into potential crimes that may have taken place around UBS's emergency takeover of Credit Suisse.

Gani Laguisma has more than 30 years of accounting, auditing, and consulting experience with EY in the U.S. and abroad, and was a former assurance and audit partner with OUM & Co. LLP. He is the co-founder and CEO of Scrubbed, a full-service outsourced provider serving the accounting, finance, and assurance needs of clients across the globe. He graduated with distinction from the University of the East-Manila and earned his MBA from the Asian Institute of Management – Manila in the Philippines.

From home repairs to transportation, here's what seniors spend more on than they expect.

Plaus had planned to leave the bank after March 31. But Merrill head Andy Sieg's sudden departure for Citigroup triggered an executive shuffle.

As the big firms keep getting dramatically bigger, industry consultant Advisor Growth Strategies says smaller advisory practices should find scale or get a niche.

The case shines light on the risks of betting against a company's stock when merger or privatization deals are afoot.

Max Pearlstein is division vice president of SBS channel sales at ADP.

Peapack-Gladstone Financial CEO Doug Kennedy is betting that giving his workforce the same hospitality training hotel employees receive will lead to better customer service and a healthier bottom line.