Practice management

The essential IRS rules regarding the downsides — and potential benefits — of earning extra cash on the side.

Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.

A former wealth manager contends she was unfairly denied disability payments after fibromyalgia and other health complaints forced her to stop working in 2022.

The New York firm is No. 1 on Financial Planning's list of the best RIA workplaces. Here's how it got there.

Which registered investment advisors have the best work culture? Here are the top 52, according to the employees themselves.

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

The largest fee-only RIAs expanded rapidly in the past year, but a new No. 1 led a group including Savant, Moneta, EP Wealth, Modera and The Mather Group.

From baggage tags to homemade tamales, here are some of the gifts financial advisors are giving to make clients' holidays merry and bright.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

Tech defects complicate Citi's already longshot bid to build a world-class wealth management business.