Courtney Hoff Dockerty

The crypto tax environment, new crypto reporting requirements and a recently launched crypto education resource are among the latest developments in digital assets.

The rise of social media "finfluencers" and the tendency of millennials and Gen-Z investors to manage their own money are just two significant trends.

From an experienced CEO to a new trading assistant, the finance planning industry is filled with an array of insightful career journeys.

Leaving the nest has always been difficult for both parents and young adults, but some key lessons can help make the transition easier.

Efforts to increase diversity in the wealth management industry include Raymond James' Black Financial Advisors Network and the BLX Internship Program.

In a time of economic uncertainty, investors are looking to make the most out of their IRA savings.

Unlocking wealth from investment properties and using a "six-month nudge" strategy to delay claiming Social Security benefits are just two ways advisors are helping clients with retirement planning.

The settlement of a gender-based discrimination case against Citi and concerns about a secret agreement between FINRA and Wells Fargo to manipulate the arbitrator selection process are just two developments that have wealth managers on alert.

Rising inflation and heightened market volatility have many clients rethinking risk tolerance.

New research shows that higher-priced strategies can come with lower returns and greater risk — an urgent reason for advisors and investors to monitor the space.