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 ...

ESG and like investments have come under fire, but a US SIF report seems to see some positivity in the sector despite ...

Health issues. Death. Politics. Some topics make for uncomfortable conversations, but financial advisors need to have them ...

The case stems from Raymond James' recruitment of the $2.8 billion Wise Advisor Group from Baird, which also landed a penalty ...

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

With McKinsey projecting that women will control approximately $34 trillion by decade's end, gender diversity in advisory ...

Trust, or the lack thereof, was one of the overarching themes of artificial intelligence in the wealth management industry ...

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