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The head of the IRS’s small business unit said his division expects to move from focusing on audits of small corporations to partnerships.

Switzerland’s third-largest wealth manager said its gross margin declined as it absorbed Merrill Lynch businesses it agreed to acquire from Bank of America last year.

Javier Martin-Artajo, the former JPMorgan Chase banker accused of helping hide trading losses that eventually surpassed $6.2 billion, told a Spanish judge he opposes extradition to the U.S.

Finra's Watch Over Funds

The firm is seeking regulatory approval to make financial advisors dual employees of its bank subsidiary in addition to the broker-dealer as it increases mortgage lending, a person briefed on the matter said

The well-heeled are worried because they know their children can’t handle the money they’re going to inherit—so you need to teach them how.

Vanguard Races Ahead

Managed Accounts Growth Faster for ETFs than Mutual Funds

Advisors, attorneys and accountants are increasingly recommending donor-advised funds to clients interested in charitable planning. Here are some questions advisors should ask fund sponsors when helping clients select the right one.

Want to work with more female clients? Don't make the mistake of assuming that they're all the same.