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Whether for portfolio diversification or hedging against inflation, investors are set to take this precious metal to even greater heights in the new year.

Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

The bill now heads to President Biden's desk, but supporters and critics alike worry about how it will be funded.

Advancements in AI, helping advisors cater to DIY investors and providing access to alternative assets and private markets are some of the trends coming next year.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

FINRA charges restitution but forgoes punitive fines for the three firms after crediting them for cooperating in its investigation.

Cetera also names the next president of its wealth management division and Corient scoops up a $7.9 billion RIA in Maine.

By effectively redesigning their websites, firms can target prospects who may already be searching for the services they provide.

Independent firms are going beyond traditional wirehouse compensation packages to promote collective partnership and reward incoming teams.

As Congress remains gridlocked, state legislatures are writing laws that force banks to report scams to the police. But the banks are pushing back.

These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.

Jefferies was among a group of firms cited by the SEC in its recent sweeping investigations into illegal "off channel" communications.

The optional standard mileage rate for automobiles driven for business will increase 3 cents next year.

Donald Trump has promised lax regulation of cryptocurrencies, and in a month he'll be president. Should investors buy in?

Regulators accused UBS of not doing enough to monitor 22 brokers who generated commissions and sales concessions of syndicate preferred stocks.

ESG and like investments have come under fire, but a US SIF report seems to see some positivity in the sector despite concerns about greenwashing and greenhushing.

The asset sales carry complexity requiring careful thought and expert advice, but they could prove beneficial to some wirehouse breakaways or RIA succession plans.

The IRS and its partners shared a half-dozen ways to safeguard your firm and your clients during National Tax Security Awareness Week.

While at Schwab, Roberto Ortega worked with clients whose accounts held more than $1.5 billion. A lawsuit seeks to bar him from soliciting their business for his new employer.

In time for the season of giving, the new functionality allows those on the philanthropic planning platform to encourage others to join them in supporting causes they care about.