Practice

Businesses are likely to see more sales tax audits in 2024 as a result of changes happening across the states, according to a new report.

The revamped Estate Snapshot tool promises to create estate planning documents in minutes rather than days through artificial intelligence.

Helen Grace Caldwell told her employees about her side film hustle but neglected to add that her clients were helping her fund it.

The superstar player's decision to push back his record-breaking pay intrigued planners who pointed out a bevy of wealth-related questions.

The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.

The agency is adding new financial reporting and accounting requirements for SPAC deals.

Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.

Recruiters say the moves show how wirehouses will continue to fight an uphill battle as they struggle to keep experienced teams from moving on in the coming year.

Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.

Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.