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Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.

The Internal Revenue Service doesn't collect data on taxpayers' race or ethnicity, but some of its methods could lead to disparities in its audit rate.

As incoming president of Raymond James & Associates, Tom Walrond will seek to build on his firm's reputation for stability and advisor choice.

Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.

When bad advice scuttled his parents' retirement, Aaron Cirksena embarked on a mission to provide sound financial planning to as many people as possible.

Health care is highly expensive in the United States — and highly profitable. Here are 20 ways to invest in it.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

The partners at Pilot Financial have been through only one acquisition in their firm's history — the recent sale of Lincoln Financial's wealth groups to Osaic — and they're not eager to repeat the experience.

Royal Bank of Canada, in partnership with TIFIN AG, is testing a pilot to provide its wealth management advisors with AI tools to see what the technology can do.

The independent broker-dealer giant contends in court that a federal judge went too far in telling a pair of its advisors that they couldn't reach out to clients they had while at TD Bank.