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The service’s recent move to set new requirements for claiming refunds on research tax credits is provoking an uproar among tax professionals.

Here's what you missed this week in wealth management.

The Build Back Better reconciliation bill would raise the SALT cap to $80,000 from $10,000, and that impact varies widely from state to state.

A Canadian investment manager disclosed the price tag of its minority stake in one of the fastest growing RIA consolidators.

With a new South Florida home and booming stateside business, the Canadian asset manager now aims to become the leading high net worth and ultra high net worth platform in the U.S.

A nonprofit research group compiled a growing list of products amid the question of whether the deluge of information and resources will result in systemic change.

Automated investing services use misleading language in marketing materials and portfolio management is not meeting fiduciary requirements.

With no standard definition of what constitutes a socially responsible investment, the SEC is looking to police funds and protect investors.

Automation, coordination and simplification — without running afoul of compliance — are key.

When given ESG data, investors didn’t change their trading patterns.