Risk

With the market in correction territory, retirees banking on generating income from their investments may need to rethink their short-term strategies.

Rather than a book on his investing philosophy, the longtime advisor offers the lessons that have made him "less stupid" over the years.

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.

The near-blunder occurred in the same month that another part of the bank accidentally credited $81 trillion to a different client.

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

Dividend strategies can provide steady returns over time with less volatility, but growth-oriented stocks can also be an attractive option.

The surging popularity of the alternative asset class could curtail its seemingly endless runway.

At least one rule enshrined by President Biden's administration appears safe under President Trump's team. Here's how a 2019 law changed taxpayer disputes.

Midsize firm Arete Wealth is invoking President Trump's executive order on government "weaponization" in urging the new administration to withdraw the case.

The case reflects the extent of industry efforts — and failures to enforce — guidelines such as customer identification programs.

Advisors say it's important to help clients plan ahead of time in order to survive and ultimately rebuild after an emergency.

A Tax Court ruling that limited partners in an investment manager must pay Uncle Sam could cause some restructuring across the industry, an expert said.

Lawsuits before the Supreme Court and in lower federal courts across the country could further reduce enforcement powers at the IRS and the SEC this year.

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

Former financial advisors accused the firm of filing false disclosures about a template invoice their onetime employer claimed they sent to clients.

Northern adventures are all the rage, but wealthy clients planning to take these high-cost trips need insurance coverage that meets specific contingencies.

The decision hinging on the definition of "inventory" in the sale of a highly valuable position in a U.S. partnership resolved a saga that began 16 years ago.

The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.

This year's election and a potential replacement doctrine with unclear boundaries could ultimately determine the fate of Labor's retirement advice rule.

Former President Trump is disavowing the conservative blueprint, which advocates for radical shifts in regulations and taxes that would reverberate in the industry.