Practice

Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.

Lawyers note the kinds of grievances the firm allegedly withheld are what potential clients look at when choosing advisors.

As more women generate and steward great wealth, they must also strive to develop and maintain financial wellness. The wealth management industry has a vital role to play in helping dynamic women on their journey.

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

Scams targeting individuals aged 60 and older caused over $3.4 billion in losses in 2023 — an increase of approximately 11% from the year prior, according to the FBI.

Schwab vehemently denied allegations that it mishandled clients' uninvested cash, calling the putative class action just the latest in a series of "unsound, copycat lawsuits."

As the presidential campaign heats up, a tax expert is weighing in with his thoughts about the child tax credit and other proposals.

Wealth management firms are facing scrutiny from investors over their investing choices and missed signs of fraud, in our latest look at the legal issues in wealth management.

Even a modest ceremony can cost thousands, with the price tag for destination weddings easily crossing into five-digit figures and higher.

Industry groups see the new AML requirements as unnecessarily redundant and burdensome on small firms.