Commercial banking

Francisco Gil tried to claim his status as an independent contractor entitled him to tax deductions for travel, meals and marketing expenses. The IRS and a federal judge said he was in fact an employee.

The largest annual event for Black financial advisors drew support from some of the biggest names in the industry.

A government shutdown disrupts federal agencies and markets. Here's what advisors need to know to guide clients through the uncertainty.

Historic deal volume isn't slowing. Here are our guides for pricing your firm, buying a book of business, going independent and more.

Technology is moving quickly and retirement investing is now an individual responsibility, but the core purpose of a Wall Street career is still vital, the veteran banker said in an exit interview.

Donna M. Massanova is EBP Center of Excellence global lead at Makosi, where she is also a member of the company's Advisory Board. She retired as a partner from Baker Tilly with over 30 years of experience in public accounting. She built and led one of the largest employee benefit plan audit practices in the U.S. and spearheaded the Philadelphia market's construction and real estate practice.

Advisors who hone in on what makes the "forgotten generation" unique will be well-positioned to reap a $39 trillion windfall.

Merrill had sought a temporary restraining order to prevent members of a large Atlanta-based team who left last week from soliciting former clients for their new firm.

Chris Soriano is the co-founder and chief commercial officer of BridgePort, which provides market infrastructure for digital assets.

Tips and tricks on building a successful niche. This week, Eric Franklin of Prospero Wealth on financial planning for tech executives and how he reverse engineered a customized clientele.

It's time to revisit the $10,000 cap considering a new $40,000 limitation under the OBBBA.

Amy Cardillo is a senior lecturer at Metropolitan State University of Denver.

UBS contends a group of advisors who left this month to form an RIA inherited most of their clients from retired advisors who were counting on being paid from their former books of business.

The Treasury and the IRS issued guidance on qualified OZ investments in rural areas under the One Big Beautiful Bill Act.

The plan to issue shares on the NASDAQ stock exchange comes three years after UBS abandoned plans to acquire Wealthfront.

Regulatory approval would be a big win for asset managers seeking to shrink clients' tax bills and expand into the $12.6 trillion ETF industry.

With savings gaps, financial anxiety and plans to work longer, half of Gen X employees feel unprepared for retirement.