Practice

Double-dipping on wage claims and saying masks disrupted operations are just two new hallmarks of bad Employee Retention Credit claims.

The surprise announcement of their exit distracted from some record metrics and the firm's indication that it will be keeping its cash sweep yields the same.

Opponents of the new regulation won a legal victory in a ruling that places it in a stay during their lawsuit challenging the legality of the changes to ERISA.

The program allows candidates to complete the certification program online, asynchronously and in half the time it takes to complete the standard program.

By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families.

Powder launched last year as a generative AI-powered document reader for advisors. Now the growing fintech has released an AI-chatbot assistant on the heels of a $5 million cap raise.

While generalists may worry they're leaving money on the table by sharpening their focuses so drastically, those who serve narrow client bases say they would never go back.

The shock replacement of the Democratic presidential candidate less than four months before the election has introduced a new element of uncertainty about the outlook for economic policy in 2025 and beyond.

Whether they were members of the military, teachers, civil engineers, broadcasters, human resources directors or something else, they all share a desire to examine what profession truly fulfills them and take the often arduous path of reinvention.

Tech innovators from Morningstar, CogniCor and others share their experiences using AI and advice on how to get optimal returns as advisors experiment with different types of AI tools.