Use social media to connect with clients and colleagues during the holidays, but do so wisely.

It can disappear in an instant. | Enrique Ramos Lopez/iStock/Thinkstock From July 2014 to July 2015, 45 percent of the ultra-wealthy in the United States lost some of their fortune, according to Wealth-X. Eleven percent said they lost more...

Just as each firm must tailor its policies and procedures to address their specific business, there is no 'one size fits all' model when it comes to outsourcing compliance needs.

Help clients and their children avoid costly mistakes on aid applications.