Practice

Many wealth managers are spending hundreds of thousands of dollars on AI vendors to create better efficiencies. But measuring results with new tech is a challenge.

The Securities and Exchange Commission has temporarily stayed its climate-related disclosure rule amid a rash of lawsuits.

The potential expiration of the Tax Cuts and Jobs Act leaves planners and their clients in limbo, but several strategies are in play today, experts said.

Nationwide found that women struggle to understand what to do with their savings once they hit retirement.

They can be a more tax-effective way to save for retirement than an IRA for those who are able to max out contributions and pay for medical expenses with other funds.

The broker-dealer watchdog is putting the industry on notice about the latest scheme attempting to extract client information.

The high court heard arguments in a case about a commonly used succession planning tool for closely held businesses that may affect advisors' clients.

More than 60% of wealth managers know AI as ChatGPT, but hallucinations with big language applications have blocked them from using AI in finance predictions, a survey shows.

Senate Republicans don't want to hand President Joe Biden an election-year victory on the legislation, which includes both child and business tax breaks, lawmakers and aides have said. 

The "magic number" Americans think they'll need for a comfortable retirement went way up this year — but their actual savings went down.