Subject Root Tag

Leaders of the House Ways and Means Committee and accounting groups are calling for extending the tax deadline to give the IRS, taxpayers and tax professionals an extra three months.

A Pakistani Muslim women who started her career as a financial advisor in the U.S. after 9/11, Ayesha Yasin faced and overcame multiple stereotypes.

The legislation would rival the $2 trillion March 2020 CARES Act in size and scope and follow a $900 billion December relief package.

It’s a move that combines two businesses providing products and services in high demand — investment returns and retirement income, the firms said.

Such products attracted more than $32 billion in January and February, by far their best start to a year.

The planning needs and strategies for a woman should focus more heavily on longevity and creating lifetime income streams after her spouse has passed away.

The fintech will help these consumers set aside money in a tax-advantaged savings account that won’t jeopardize federal benefits tied to income.

Questions about job losses and real estate are adding more complexity to the usual post-deal issues involving advisor retention and company consolidation.

Helping employees reach a financially stable retirement is a top priority for employers.

The firm hired more than 10,000 employees, boosting total staff to 47,000 associates.

The largest banks have cut compensation or held it steady for their top executives. Many regionals, though not all, are expected to make similar decisions as boards balance the desire to reward strong leadership during the pandemic with lackluster financial performance and public relations concerns.

The regulator will be stepping up scrutiny of advisors on this issue and others, including ESG and cybersecurity.

Robinhood Markets has snared most of the attention for attracting an army of day traders during the pandemic. But far bigger profits are flowing to the family behind Fidelity Investments in Boston.

The bank had nearly 270,000 employees at the end of last year.

The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.

Winging it during the pandemic, advisors came up with new ways to connect with clients and prospects. The best hacks are here to stay.

The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets.

Wealth Enhancement Group’s second acquisition of 2021 comes as experts say there’s an “ever-increasing buyer appetite” for $1 billion-plus firms.

After going public, the clearing firm plans to to grow and nudge further into the traditional advisory space, says its president.