Health and wellness

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

There are plenty of compelling reasons for branching further into the many areas related to wealth management. But experts warn there are challenges, as well.

Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are still important for prospective customers.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

Young athletes are raking in as much as several millions of dollars a year, but the nascent legalized pay for student-athletes needs reforms, a new study said.

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.

The Pentagon agreed to create streamlined processes for those discharged under "Don't Ask, Don't Tell" to apply for new military records.

The asset management giant called out the method of offsetting capital gains in this year's edition of its oft-cited study tracking the "alpha" of financial planning.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

A former veteran UK-based planner and a behavioral analysis expert penned a practical guide for financial advisors on implementing "EI" into their practices.

Experts say financial advisors and wealth management professionals can do a lot of good — and advance their businesses — by promoting financial literacy.

In Preston Cherry's guide to avoiding the stigmas around money to find what he calls "your financial harmony," he also shares his personal struggles and path to transformation.

President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.

Experts have amassed a wealth of resources and evidence to help financial advisors adapt psychological methods to their practices when onboarding customers.

Harmon Kong wrote a book about wealth that doesn't include any financial jargon. He argues discussions between parents and their kids hold much more value.

Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.

One of the leading changemakers in the profession is seeking to raise $1,000 per mile for nonprofits focused on increasing access to wealth management.