A handful of security deficiencies in IRS information systems elevate the tax agency’s risk of inaccuracies in financial statements, the Government Accountability Office said Thursday. In its report, ...

No big surprises here, but the Government Accountability Office has found widespread material weaknesses in internal control in the federal government s financial management. The GAO said it could not ...

Rick Kent is the CEO of one of the fastest growing RIAs in the industry. Since launching his career in wealth management in 1998, he said he has approached the industry as an entrepreneur. At the helm ...

I recently watched a segment from The Ramsey Show that highlighted something I’ve observed repeatedly in financial counseling: money problems often serve as symptoms of deeper issues. In this ...

Forbes contributors publish independent expert analyses and insights. Providing tools and resources to start, grow and manage your business. Poor financial management is one of the main reasons small ...

Artificial intelligence is revolutionizing the financial advisory landscape by augmenting human advisors with powerful data analysis capabilities. Asset managers and family wealth advisors have ...

“The solution isn’t compromise; it’s structure. When couples define clear ‘now, soon, and later’ buckets with agreed-upon ...

Texas Southern University has "significant" financial weaknesses, the result of whole departments bypassing established purchase guardrails and the university failing to enforce established contract ...

One unusual aspect of the wealth management industry is the public availability of a host of information about brokers and registered investment advisors. Anyone who is curious can call up a public ...

Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to their practice, a surge up from 64% in 2024, according to an Adviser360° ...

Editor’s note: This is part of a series of stories featuring master’s degree programs at the University of Chicago. After earning a bachelor’s degree in mathematics and economics then working in ...