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The Internal Revenue Service switched over from focusing its audits on taxpayers earning $10 million or more to those earning $400,000 or more after passage of the Inflation Reduction Act.

Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.

The publication selected 20 women who have shown strong leadership and communication skills.

The Invest STL Rooted program provides longtime residents with grants and financial planning. Here's why its success could be crucial to building wealth in communities nationwide.

CEO Jamie Dimon has long contrasted Florida's business-friendly climate with his firm's native New York.

SEC-registered investment advisors hit an all-time high in 2023 as assets under management also rebounded to stronger growth, according to the latest survey by Investment Adviser Association (IAA) and COMPLY.

Should one number have so much influence over asset allocation? Researchers and advisors alike say it's time for the risk score to be reined in.

An SEC rule that would increase requirements for companies to disclose their emissions was paused following a lawsuit this spring.

Notice 2024-55 from the IRS explains exceptions to the additional tax for certain emergencies, and for victims of domestic abuse.

With a rush of individuals exploring alternative assets for the first time, advisor platform CAIS is slashing fees that it says affect portfolio performance for such investments.

An advisor in Los Angeles wants to help his clients with their estate planning, which requires thinking about death. How can he broach the subject without scaring them?

The latest legal challenge to the firm's "cash sweeps" policies argues advisors violated their fiduciary duties by not procuring higher yields for clients.

The Internal Revenue Service plans to begin slowly paying some of its older claims for the fraud-plagued Employee Retention Credit this summer, but is not lifting its moratorium.

The trailblazers who have found success in challenging circumstances shared key lessons and best practices as part of what will become an annual event.

Financial advisors can create welcoming spaces, understand family structures, be thorough with paperwork and maximize savings.

Voting 7-2, the justices said Congress has the constitutional power to tax people and companies on their share of undistributed corporate income, at least when it comes to so-called pass-through businesses.

Climate-related disclosures will bring complexities requiring short- and long-term action by financial institutions, and the first reporting could begin in fiscal 2025.

This year's Greenbook proposals contain some greatest hits, including a higher corporate minimum tax.

There are times when vendor contracts must come to an end, particularly as new technology providers enter the market. CEOs offer tips for ending a vendor relationship and what to put in contracts to protect data in a breakup.

An industry recruiter notes that many wealth managers who switch firms receive money from their new employer to cover forfeited deferred compensation.