Practice

Lawyers allege the 92-year-old victim's daughter begged Schwab to freeze her mother's account, but to no avail.

The partner and director of sustainable investing at Earth Equity Advisors says meeting two influential people in his life led him to a career in socially responsible investing.

The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.

In the first half year of Inflation Reduction Act-funded enforcement, the Internal Revenue Service has recovered over $1.3 billion.

This fringe benefit can take the weight off of the company's human resources department, allow employees to experience the benefits of financial planning and even allow advisors to prospect for new clients.

With football season now underway, the Internal Revenue Service's Criminal Investigation unit is urging taxpayers to play by the rules when it comes to sports betting.

The groups managing hundreds of millions are coming over from Merrill, Northwestern Mutual and Wells Fargo.

Professional athletes, who may have struggled financially for years, often suddenly come into large sums of money once they achieve their dreams. That's where a financial advisor can help — especially one who is a former athlete.

Planners could play a crucial role in identifying the signs of forced labor or sexual coercion and supporting victims — with the right training, an expert said.

These eight firms are using AI and technology to build stronger connections with clients and build business at scale.