Though fewer people are writing checks, banks of all sizes are seeing a massive increase in check fraud since 2020. Recouping losses from bad checks is pitting banks against each other, and regulators may have to weigh in.

Before hitting send, give your emails a look to see if you're using these passive aggressive phrases to communicate with coworkers.

Research suggests that 25% of the population will spend at least an hour a day in the metaverse in just a few years, opening the door for scammers to find new marks.

Long maligned as spendthrift avocado toast eaters, millennials are now rapidly gaining wealth and looking for financial advice. Here's how advisors can draw them in.

Young advisors have the fresh perspective needed to create inclusive firms that appeal to the evolving investor.

If you've never gone through one, the idea of an audit can be scary. Here's how to keep your cool and guide your firm through the process.

Those with a net worth of $166,000 or less before the pandemic are in the strongest relative financial position in a generation.

Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.

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.

There are several opportunities for a workforce to upskill and reskill, and create added value for employers and employees alike.

Financial advisors and other experts offer their tips for preparing a nest egg, whether retirement is months, years or decades away.

Serving a single family can be a complex — but profitable — niche.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.

Eighty-seven percent of mentors and mentees feel empowered by those relationships and have developed greater confidence at work.

Young investors are increasingly turning to TikTokkers and YouTubers for stock tips, often with bad results. Here's how advisors can steer them away.

Many of the income thresholds governing certain tax credits and deductions don't keep pace with inflation. The result: things are even more expensive.

Too high a score can stymie bigger dreams and personal growth on the part of the client, writes Joe Maier.

Reports of Russia's malicious cyber activity can spur investors to greater vigilance, but if the worst happens, quick action is crucial.

Americans are facing a $7.1 trillion retirement savings shortfall. Will Congress do anything about it?

The strategy has been portrayed as both an essential investing tool and overhyped approach. The reality is somewhere in between.