Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

As Americans prepare for a more crypto-friendly government, do digital currencies deserve a place in their nest eggs?

Industry watchdogs stayed busy trying to root out elder fraud and off-channel communications while plaintiffs lawyers' questioned firms' sweeps policies and regulators' basic authority.

Bryan Eberle is president of tax solutions at Nepsis, a national financial advisor and investment management firm.

Especially in times of political and economic uncertainty, investors turn to assets like gold. This has helped fuel a rapid rise in the price of the precious metal, which hit new highs this year. In a ...