A Florida financial advisor has been sentenced to eight years in prison for stealing client funds and promoting an illegal tax shelter in a scheme over a decade starting in 2013.

RBC Wealth Management – U.S. has added a team that managed $500 million in client assets at UBS to its Great Lakes Complex in Syracuse, N.Y., according to a news release.

“It’s the big institutions that are causing the massive selloffs,” said Michael Antonelli, a market strategist for Baird Private Wealth Management. “Retail is just scooping it up every two weeks, and ...

The chair of the House’s tax-writing panel said the $30,000 limit his committee put on the state and local tax deduction is “fair” and lawmakers from high-tax states should accept it.

Moderate House Republicans are lobbying House Speaker Mike Johnson to lessen cuts to several clean energy tax credits in the broad tax and spending bill prior to the GOP’s plans to bring it to the ...

Fintech venture studio Surge Ventures has introduced an artificial intelligence platform that combines the services of three existing platforms in the areas of compliance, cybersecurity, and data ...

Well-intentioned monetary gifts to special needs families can make them ineligible for federal aid, Rich Yam said.

The temporary suspension of some tariffs on Chinese imports is likely to ease the panic of empty shelves, higher prices and a recession, but pending an agreement, the risks for businesses and ...

Irrevocable trusts are typically just that: locked from the minute they’re signed, virtually unchangeable. But sometimes a trust that’s been around for a long time needs to be adjusted to better fit ...

The legendary investor has given away billions worth of Berkshire Hathaway shares, part of a plan to gift 99.5% of his wealth.

What tariff trade war? Once floundering stocks are sizzling and economist Ed Yardeni, along with other Wall Street strategists, is lowering the odds of a recession and upping year ...

The regulator said it is watching for such activities and that firms need a good reason for switching client accounts.