SSC CPAs acquired an accounting firm at the start of the year and then recently sold its wealth management division.

The start of a new year often ushers in a desire to reevaluate goals, reflect on life changes, and set expectations for the ...

The real edge in wealth management doesn’t come from trying to outsmart markets, but from coordinating sound advice and ...

Without proper planning, inherited crypto can easily be lost to delays, missing keys or fiduciaries unfamiliar with the asset ...

New ranking system evaluates 50 countries across seven key factors affecting international wealth management and ...

Self-employed workers can shelter $72,000 annually in solo 401(k) plans as JPMorgan and Betterment target growing freelancer ...

AI is changing wealth management -- but not how you think. Here's how some firms are using it to serve clients better.

A growing number of large employers have announced that they will match contributions to Trump accounts for their employees.

"We are confident that the faster, more streamlined option of opening, funding and managing an account through our digital platform will appeal to many different clients." ...

UBS to offer Bitcoin and Ethereum investing to wealth clients in Switzerland, joining Morgan Stanley and JPMorgan in crypto ...

Financial advisors who see the horizontal asset transfer as a postmortem event may miss the moment when money actually moves ...

Wells Fargo is reportedly moving its wealth-management headquarters to West Palm Beach – making it the first major bank to ...