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The Internal Revenue Service’s Criminal Investigation Division issued a warning Thursday about a new wave of COVID-19 scams tied to the latest round of stimulus payments, especially targeting taxpayers in the District of Columbia.

Last month's COVID-19 relief bill has accountants recommending some deductions to clients, and wondering about the applicability of others.

The firm’s aggressive hiring streak continues with the onboarding of several wirehouse advisors.

Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.

A slower-than-expected rollout of the COVID-19 vaccines and the threat of social unrest after the Jan. 6 riot at the U.S. Capitol could threaten the recovery, according to an American Bankers Association panel.

The new global wealth division, which is being formed by combining the firm’s private bank with a unit that serves substantially less wealthy households, will be led by Citi veteran Jim O’Donnell.

The founding partners of the 300-advisor OSJ will remain in their current roles for three years under the same structure as before the deal.

Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients.

Clients have gotten used to less in-person interaction and have reshaped their expectations and behavior accordingly, says Broadridge's Fred Duden.

Look beyond delivering investment returns and see the whole picture of your clients' wealth to thrive in 2021.