Envestnet, the Adaptive WealthTech leader, today announced an expanded relationship with Vanguard, one of the world's leading investment management companies, to help transform tax-aware investing ...

The July 30, 12pm CST session will cover how market swings can open up recurring tax-loss harvesting and gain deferral ...

A mutual fund is an investment pool that allows you to invest in a diversified portfolio using far less money than if you had purchased shares individually. "Forbes" magazine suggests keeping several ...

As the possibility of higher tax rates looms, portfolio tax management is taking on heightened importance for financial advisors and their clients. Budget negotiations in Congress include the ...

Becoming a landlord can mean years of income if you can keep renters in the property. If you are a landlord and still working in an occupation, you may not be able to dedicate the time necessary to ...

As investor needs become more holistic, advisors must provide the products and services to help their clients reach all their financial goals. This is especially true as the advisor landscape ...

When advisors make changes to a client's portfolio, they can inadvertently trigger a tax event and it’s a common occurrence according to Erik Preus, group head of investment solutions at Envestnet.

Forbes contributors publish independent expert analyses and insights. Aleksandra Bal covers indirect tax and technology developments. In the early days of blockchain technology, there was a lot of ...

Whatever your perspective—citizen, CPA in public practice, accountant in business and industry—the word “tax” can carry many negative connotations. But what if you heard that a new field within the ...

Following a comprehensive two-year succession planning process, corporate tax services firm Global Tax Management has named David Sekula as the third CEO in the company’s history. He will formally ...

I often get asked, "Are investment management fees tax deductible?" The answer is not a simple "yes" or "no." Like many tax questions, the answer is "It depends." Investment management fees are a ...