As RIA valuations rise, advisory firms are outgrowing next-generation buyers, a potentially perilous blind spot for business ...

I work with clients who want to make sure their money lasts for their lifetime, but I also remind them to benefit from their ...

The latest investment will bring Hub's valuation to $29 billion, up from the $4.4 billion valuation Hub achieved in 2013 when it first sold an equity stake to private equity firm Hellman & Friedman, ...

The Social Security Fairness Act's big changes and new opportunities could require adjustments in tax strategy for some ...

Global consulting firm J.S. Held published today the first in a multi-part video series designed to help businesses and their ...

Investors are turning to gold due to inflation and financial uncertainty, but they should be aware of scams and do business with reputable, local companies like Buckeye Gold Coin & Jewelry, ...

These next-gen advisors built new niches with physicians, wealthy executives, academics, special needs groups, and NFL ...

The managing partner at MAI Capital discusses his time as a professional basketball player and how that experience helps him ...

Since Ackman made the first investment, Basic Capital has picked up some notable venture capital backers. In 2023, its seed round was led by Lux Capital and included venture capital firms BoxGroup, ...

Following these steps in order can help ensure you don't end up breaking any rules or having to redo your work.

Accountants and tax professionals need to be ready to help their clients choose the right type of business entity.