Five experts helped FP compile a big list of potential deductions and strategies surrounding retirement plans and business entity structures.

The Internal Revenue Service is giving people until 2026 to comply with a new requirement for Roth catch-up contributions.

August is Make a Will Month, and clients drafting wills can get quite specific. Here's a few interesting things experts are seeing in wills.

The decision displays how an exemption for two weeks of rental income named for the major PGA golf tournament does not provide a blank check, experts said.

Extra diligence on the advisor's end can help HNW clients avoid potentially disastrous lawsuits

Americans owe over $1.6 trillion on federal student loans, and repayment starts this fall. There are options for blunting the burden on clients.

No matter how good generative artificial intelligence gets, consumers navigating the purchase of complex financial products will always demand the attention of expert human advisors.

AdvisorFinder is introducing a new AI-powered content creator for wealth managers. But the fintech's founder says advisor expertise will be needed to tap into its true potential.

When employers address health and well-being, financial stability follows.

Banks are holding their fintech partners to a higher compliance standard as regulatory scrutiny of banking-as-a-service increases.

It's a good time for savvy financial firms to scan for the right teams to onboard.

In today's uneven economy, workers are pressing for better benefits, a new Arizent study shows. Here's what clients may ask about.

It's not about working longer hours, living in an urban area or being older.

A new iCapital study looks at the pain points and opportunities presented by weaving alts into client portfolios as individual access increases.

Clients — and financial advisors — should ask these three questions when asked to divulge their Social Security number.

Advisors who want to close the racial wealth gap must encourage Black and Hispanic clients to have estate plans, a new research brief says.

After an aborted attempt to set up its own bank, Edward Jones is joining forces with Citi to provide savings and checking accounts for clients.

Companies as diverse as UPS, Fed Ex and AT&T are learning how environmental and social issues can affect their bottom lines.

Kostiantyn and Kseniia Dmitriiev survived the war in Ukraine. Can they survive the U.S. economy?

Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.