Practice

Fintech Flourish topped $5 billion in assets under custody and is launching into fee-based annuities; CEO Max Lane said he's learned a lot about the importance of data integration along the way.

A young engineer hopes his investments will grow, not his tax bill. What can he do to ward off Uncle Sam?

Firms' aggressive pursuit of repayment of recruiting loans is likely a reflection of how massive some recruiting deals have become in recent years.

Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.

Difficulties loom over syncing U.S. stock exchanges with global transaction cycles.

Financial planners can help clients navigate homeownership and other significant purchases in the wake of the Fed's revised rate-cut projections.

Accounting needs to evolve in order to face a new reality.

Nervous investors often ask how the presidential election will affect their portfolios. New research offers a simple way to reassure them: Look at the numbers.

Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.

The Internal Revenue Service doesn't collect data on taxpayers' race or ethnicity, but some of its methods could lead to disparities in its audit rate.