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The Internal Revenue Service is turning to artificial intelligence to help select tax returns to audit and narrow the tax gap, but it needs to use this new technology consistently and transparently, according to a new government report.

The White House has vetoed a bill that would have repealed a measure requiring custodians of crypto assets to count them as liabilities on their balance sheets.

A set of carefully curated ETFs promise a way out of geopolitical risks, but their logic remains untested.

Worried about the upcoming U.S. presidential election, Goldman Sachs family office clients consider hindsight options.

The U.S. Fifth Circuit Court of Appeals in New Orleans sided with the private funds industry, which argued that the agency overstepped its authority.

LPL Financial topped the list, but the next five firms in these rankings of the 10 that picked up the most brokers from rivals are wirehouses and employee brokerages.

Wealthtech platform Envestnet has agreed to offer its in-house unified managed account tools to BlackRock, Fidelity, Franklin Templeton and State Street to boost more customized direct indexing for advisors.

The latest appointment comes amid Citi's continued overhaul of its executive ranks and wealth business.

The questioning of expert witnesses quickly unraveled into charges of "BS" and unexpected baseball references.

As technology advances, so does the cost and time it takes to deploy new tools. Some firms are choosing to build in-house, while others are partnering with vendors and more specialized tech providers.

The popular online brokerage is considering either charging clients for trades in certain exchange traded funds or making providers of the funds share part of their revenue.

ChatGPT accurately predicted earnings directions 60% of the time versus 52.71% for human analysts.

The meaning of independence takes on many different forms for these 10 financial advisors, wealth management executives, entrepreneurs and other experts.

With brokerages, consolidation, lawsuits and more, independence ain't what it used to be. Advisors who want to break away must contend with ever-changing options and obstacles to define their own version of independence.

Simple, doable steps performed by in-house staff can begin a financial services firm's data security odyssey.

State tax rates on capital gains vary across the country.

For more than half of U.S. households, retirement isn't a finish line. It's just a different phase of the marathon.

The Section 121 exclusion and the step-up in basis are well known to financial advisors and tax professionals, but their clients will need to plan carefully to net the biggest potential savings.

The likely more than $1 million award is the latest result from cases arguing that firms' pay policies run afoul of federal retirement law.

The promotion comes as the latest step in the consolidation process that's been ongoing since the $15 billion firm's founding last year.