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Wealthtech platform Envestnet has agreed to be acquired by private equity firm Bain Capital in a $4.5 billion deal that includes heavyweight investors like BlackRock, Fidelity Investments, Franklin Templeton and State Street Global Advisors.

U.S. exchange-traded funds raked in $82.4 billion last month, finishing out a strong first half of the year. Here are the funds that garnered the most investor cash.

If that prediction holds, it will be the latest in a trend of falling cost of living adjustments in recent years.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

With the recent bull market being driven by just a few companies, many clients are asking: Why wasn't I in that stock? Here's how to answer.

The agency is hoping to counter a widespread impression that people can get away without paying their taxes, according to Commissioner Werfel.

Neil McLaughlin, who'taking over RBC's wealth unit after running its personal and commercial banking divisions, is seen as a likely CEO successor.

After my last column about spreading out the tax season, several readers contacted me to share their experiences about making busy season more sane.

Advisors who don't consistently make their dollars-and-cents value apparent to clients risk not only being undervalued but also "laid off."

The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.

Low-interest debt backed by an asset can be good, but high-interest, unsecured credit cards are not; however, reducing high-interest credit card debt should be prioritized.

A look at which firms had the biggest loan balances and revenue numbers and the relationship between the two.

Asset-Map's founder and CEO H. Adam Holt talks on the power of creating visuals for clients to see their financial lives and the firm's next steps in going holistic.

Of the $156B raised by private credit funds last year, about 16% went into products claiming to target ESG goals — the most in a decade.

An aging advisor base, continuing consolidation in M&A deals and shrinking organic growth are causing teams to consider changes, J.D. Power said.

The arbitration award comes amid the industry's aggressive push to make sure departing wealth managers pay back money owed on recruiting loans.

GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.

The Government Accountability Office recently found that some populations may be getting selected for IRS audits at a higher rate than others.

As a flood of supply drives prices lower, many investors are rushing in to buy the cryptocurrency at a discount.

Estate attorneys are creating trusts to extend wealth until people who get cryonically preserved can be revived — even if it's hundreds of years later.