Bryan Eberle is president of tax solutions at Nepsis, a national financial advisor and investment management firm.

Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

The bill now heads to President Biden's desk, but supporters and critics alike worry about how it will be funded.

Advancements in AI, helping advisors cater to DIY investors and providing access to alternative assets and private markets ...

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings ...

FINRA charges restitution but forgoes punitive fines for the three firms after crediting them for cooperating in its investigation.

By effectively redesigning their websites, firms can target prospects who may already be searching for the services they provide.

Cetera also names the next president of its wealth management division and Corient scoops up a $7.9 billion RIA in Maine.

Independent firms are going beyond traditional wirehouse compensation packages to promote collective partnership and reward incoming teams.

As tax professionals scour for strategies that can save clients money while bolstering their financial positions, among the most innovative options available are alternative investments offering ...

Regulators accused UBS of not doing enough to monitor 22 brokers who generated commissions and sales concessions of syndicate preferred stocks.

The optional standard mileage rate for automobiles driven for business will increase 3 cents in 2025, the Internal Revenue Service said Thursday, but the mileage rates for vehicles used for other ...