IRS whistleblower nets $15M award amid calls for reform
An anonymous tipster helped the agency catch more than 100 high net worth individuals who paid a combined $71 million in previously avoided taxes.
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Billionaire tax rests on a disputed $14,729 refund
The case coming before the Supreme Court stems from a 2017 tax law provision that aimed to tax earnings held overseas by big multinational companies.
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What advisors can learn from a client who plans to live to 123
Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them.
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Northwestern Mutual rolls out next-gen model portfolios
The company's Market Pathway model portfolios were created to help younger investors begin relationships with financial advisors.
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FINRA warns its crypto custody list is mandatory
Amid industry crackdown, some say they are beginning to see a way forward for digital asset firms that want to stay on the right side of the law.
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Arete Wealth launches direct-to-consumer digital wealth platform
Arete Investments is a new cloud-based investor program fueled by partnerships with FusionIQ and DriveWealth
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Creative Planning acquisition adds tax, investment expertise
The Peter Mallouk-led firm isn't done adding to its arsenal in 2023.
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The financial advisors who are jumping on the generative AI bandwagon
A new study finds that younger advisors see more good than harm when it comes to artificial intelligence's impact on wealth management.
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Side gigs, higher drug prices and more financial strain: What's new in retirement
Retirement is not a clear-cut undertaking for employees. Here's how to get more prepared.
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Failure to detect 'spoofing' scheme costs BofA $24M
The fine arises from market manipulation committed by a pair of former employees over the course of nearly seven years.
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RBC wealth profits plummet despite advisor, AUM growth
Overall, Canada's largest bank saw its bottom line grow last quarter. But an American subsidiary is causing headaches for its wealth management business.
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Elements CEO Reese Harper says people are the best part of the business
The longtime advisor and fintech founder made his first trip to Future Proof to soak up a little bit of sun, and a whole lot of knowledge.
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Grayscale Trust becomes 'live betting line' for spot bitcoin ETF
Traders betting that regulators will approve a U.S. spot bitcoin exchange-traded fund sooner rather than later have all but evaporated a once-gargantuan discount on the world's biggest crypto fund.
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Heirs beat self-made billionaires for first time in UBS survey
New billionaires inherited more wealth last year than they created, a sign that the great wealth transfer is under way.
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Windes launches wealth management firm with Integrated Partners
Windes, a Top 100 Firm, is teaming up with Integrated Partners, a financial planning and RIA firm, in a new wealth management venture.
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The art of asking: How the right questions, worded precisely, can help older clients
By combining strategic queries with compassion and empathy, financial advisors can convey the message that older clients' legitimate fears around loss are understood.
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3 tips to close the wealth gap for Native and Indigenous people
Indigenous people in America are experiencing a "renaissance" of wealth creation. Experts share what advisors seeking to work with them should keep in mind.
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Millennials are on track for better retirement than boomers, Vanguard study finds
Baby boomers may be wealthier, but millennials have benefited from a number of retirement reforms, new research shows — and they still have more time to save.
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Case questions SEC right to haul advisors before in-house judges
A lawyer representing hedge fund manager George Jarkesy argues the dispute could be solved simply by letting defendants choose to take their cases to regular courts.
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Matt Middleton plans to turn Future Proof into a citywide experience
From the fans to the naysayers, the CEO of Advisor Circle says his team can't wait to host them in California as they march toward their goal of 10,000 attendees.
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