Placing an investment account in a trust can help manage assets and streamline inheritance, but it also introduces specific tax rules and reporting requirements. The tax implications depend on the ...

Investing is one of the best ways to build long-term wealth, but picking the right type of account can feel confusing. You want to save for retirement, for example, but do you go with a Roth IRA, a ...

Recent years have been tough for everyday Americans who want to be disciplined and invest. There have been supply chain problems impacting stores, the Covid-19 pandemic, and up and down markets. Many ...

After a thorough review of potential replacements for their legacy investment ledger, FundGuard was selected for its innovative fund accounting design. After a thorough review of potential ...

Imagine a tool so integral to your daily routine that it becomes second nature in your professional life. Generative AI has done that for investment accounting. In just two short years, gen AI's ...

Financial advisor fees are not tax-deductible now, but there are still tax benefits from working with an advisor.

AI has begun to reshape industries globally, and fund accounting is no exception. What stands out in this moment is the way teams are starting to integrate it into environments where precision, ...

Clearwater Analytics is a technology company specializing in SaaS solutions for automated investment data management. The company leverages its proprietary platform to deliver integrated accounting, ...

Integrity Viking Funds has chosen FIS Investment Accounting Manager to modernize its investment accounting infrastructure. Cloud-based solution delivers sophisticated fixed income accounting ...