More than 60% of registered investment advisory firms force complaints into forums that cost more and may give them fewer rights than FINRA, the regulator said.

Franklin Templeton investing experts discussed key global market trends that could impact portfolios heading into the second half of the year.

New research explores the potential for generative AI to serve as a strong support system for wealth management clients.

An AARP study found that the losses amount to tens of billions of dollars each year, with the vast majority going unreported to authorities or the industry.

Mechanics, considerations and planning opportunities for navigating SALT cap workarounds.

Deciding your own salary may sound exciting. But when getting a business off the ground, the pay question can be a delicate balancing act.

Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.

The time is ripe to invest in automation, data science and social media to fuel wealth business growth in the digital age.

Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.

Researchers identified 11 problematic predispositions exhibited by planners when making recommendations to clients.