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The office of supervisory jurisdiction is seeking to avoid any further potential disruption from M&A deals, its founder says.

The 20-year industry veteran serves athletes and entertainer clients and he has an app and video series called “Mind. Body. Money.”

DeVoe’s lookback at 2021 reveals trends and surprises.

While the giant wealth manager has won the balance of 23 decisions so far, it’s facing a wave of cases seeking hundreds of millions in damages.

Democrat-leaning states argue that the $10,000 SALT cap deduction is politically motivated and violates the U.S. Constitution.

Wien’s annual list of surprises calls for stocks to sink nearly 20% in 2022.

Inflation and higher wages can push earners up a tax bracket, while unchanged deductions can spark bigger tax bills.

A veteran of three decades of fee-only planning is merging into one of the largest firms as it expands in the Cincinnati market.

Relationships, simplicity and a little hard work can go a long way.

The midsize wealth manager racked up millions of dollars in sales of an alternative product without adequate due diligence, according to FINRA.

Like their cryptocurrency cousins, non-fungible tokens are generating market interest, and tax confusion.

Wall Street’s push to refill office towers across the country has been derailed again.

Spending down savings is a challenge for many in older age

If approved, the agreement would resolve claims over two security breaches that compromised personal information of 15 million current and former clients.

The pandemic and strong but volatile stock market triggered many investing biases.

Over the past 12 months, the financial services industry has tried to confront its diversity issues while at the same time delivering stark reminders of how much work still needs to be done.

While we don’t foresee a rapid increase in yields bloodying the nose of bond markets, we acknowledge that this has happened in the past and investors should be prepared.

The people who make up this subjective group of committed professionals are reshaping a fragmented industry and serve a mission that extends beyond annual earnings.

Despite uncertainty over potential tax increases, there are still some valuable tax-planning moves for the final days of this year.

It's been a mostly up year for stock investors.