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Taxpayers and clients have scads of wrong ideas about taxes — and they have even more wacky notions about tax refunds.

Signature Estate & Investment Advisors will accelerate its plan to reach $50 billion in client assets by 2027 by acquiring a Cleveland-based enterprise with 21 advisors.

New financial planning questions on the accounting exam could attract more young people and encourage current practitioners to explore the burgeoning ties between the fields.

Our continued look at compensation for advisors at different revenue levels considers pay for $600,000-a-year producers.

Research shows wealth managers have much greater confidence in the new technology than their clients. Here's how to shrink the gap.

A lover of Tesla and AI technology, Orion's Brian McLaughlin warns that for most, it's still too early to trust AI to make financial predictions.

Wireshouses continue to put the squeeze on advisors at the lower end of the revenue-generation scale.

Many advisors will have to produce more this year to make the same take-home pay as last year, Financial Planning's annual analysis finds, with low producers under pressure to move up the revenue ladder or move on.

The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.

Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.

The flood of money into exchange traded funds does little to help most wealth managers who used to reap hefty fees from actively managed mutual funds.

The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.

The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.

Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.

In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.

An experiment tested different generative AI models against each other on multiple choice questions from CPA Exam test prep material, and found they have their own strengths and weaknesses.

Recent economic data have shown inflation stubbornly above the Fed's 2% target, putting rate cuts in jeopardy. Lauren Saidel-Baker, an economist with ITR Economics, parses the FOMC meeting, Chair Powell's press conference and takes a look at future policy.

Last year, almost $1 trillion flooded into money market funds. Here are the 20 that have grown the biggest.

Amid a busy April for big hires, compliance tech provider COMPLY and wealthtech platform TIFIN have brought on industry vets Michael Stanton and Jeannette Kuda, respectively, aiming for strategic growth.