With the Plus version, advisors have access to more advanced features, including Social Security optimization and alerts on ...

Focus Financial Partners, the New York-based RIA aggregator, is continuing to consolidate by merging Gratus Capital, an ...

Under Section 2519, a transfer of the income interest in a QTIP trust is treated as a transfer of the trust principal.

Martin M. Shenkman and Joy Matak caution about negative gift tax consequences according to a new Chief Counsel Advice ...

Avery’s Lifeguard sold for $20,480 at Doyle’s Impressionist & Modern Art/Post-War & Contemporary Art auction on May 8, 2024 ...

Whether we like it or not, tax change is coming by the end of 2025. Many of the tax provisions passed as part of the 2017 Tax ...

Morgan Stanley CEO Ted Pick said fee-based flows remained a “growth space” for the business, while Merrill CFO Alastair ...

It’s been six months since the Corporate Transparency Act (CTA) took effect, and many practitioners are still trying to ...

CEO Walt Bettinger said asset and revenue attrition levels from the integration of the two firms are below original estimates ...

The traditional view is that gold is a safe-haven asset. Safe-haven assets are important because investors want the value of ...

Some 64% of advisory firms have no plans to develop or use client-facing artificial intelligence, yet 46% said it was a chief ...