Economy

Financial planners don't need to be real estate experts to provide meaningful guidance to home-selling clients while demonstrating the value of holistic advice.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

Mark Sam Kolta was at National Securities for nearly four years before its sale to B. Riley. While there, he managed to rack up more than two dozen customer complaints that were eventually settled for millions.

For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the issue?

Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.

The megabank is simplifying the management structure of its private bank. Regional leaders will now report directly to Andy Sieg, head of wealth.

Lack of freedom and limited investment choices may be driving advisors at broker-dealers to leave their firms this year.

We named the largest firms and honored those making an impact in wealth management and technology, among other recognitions in the last year.

These and other issues were the topics of the "2025 Markets & Economy Outlook" webinar Monday with Fidelity Investments.

Fifth Third Wealth Advisors President Eric Housman thinks his bank's $2 billion advisory practice still occupies a distinct position in the industry. But it's not likely to stay that way.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

The optional standard mileage rate for automobiles driven for business will increase 3 cents next year.

Health care advisory experts can secure substantial financial benefits for HNW clients while providing a value-added service for wealth managers and family offices.

Brokers from 15 firms have been suspended, fined and sometimes — but rarely — fired in a sweep that stretches back to 2022.

PE brings a lot to accounting, but it's not for everyone, say experts at Accounting Today's PE Summit.

There are ways the business owners can continue to operate in the other states.

The financial services giant lets wealthy clients pick and choose things like assistance with cybersecurity, alternative investments and estate planning.

Market jumps tied to Trump's presidential election win have Goldman Sachs' David Solomon and JPMorgan's Jamie Dimon in line for tens of millions of dollars in bonuses.

Although no Republicans voted for the measure two years ago, some of its incentives, such as tax credits for producing hydrogen and capturing carbon dioxide, are very popular with oil companies and other core GOP constituencies.

Is your firm promoting diversified advisors? Can your clients relate to you despite cultural differences? Those questions and more were addressed by leaders of top wealth firms and regulatory agencies during FINRA's Diversity Leadership Summit this week.