President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But ...

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some ...

The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.

A group of nine claimants said they lost millions after the UBS broker Andrew Burish recommended they place bets that Tesla shares would decline in value.

Craig Robson, founding principal and managing director of Regent Peak Wealth Advisors in Atlanta, is a Certified Divorce ...

With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.

The nonprofit's checklist aims to help advisors effectively use the technology in their firms and emphasizes confidentiality, ...

Goalsetter CEO Tanya Van Court aims for more collaboration with the industry in bulking up the firm's curriculum and other ...

Today's gig workers — an umbrella term covering freelancers, contractors, fractional and solo entrepreneurs — comprise a ...

A recent Advisor360° survey showed that the vast majority of respondents enjoyed immediate benefits from using generative AI ...

Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry ...

The Great Wealth Transfer is on the horizon, but most advisors say they have only limited interactions with the children of ...