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The move is the latest salvo in an escalating tax policy duel between Harris and Trump, with high stakes for the American economy.

AssetLink is using AI and machine learning to better analyze data on clients and match them with the right advisors.

How do financial advisors work with elder law attorneys or aging life care managers to support your clients?

A big August will be followed by the uncertainty of the Fed's actions, a presidential election and other factors.

The Internal Revenue Service is ramping up its scrutiny of large partnerships, leveraging increased funding under the Inflation Reduction Act of 2022.

Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.

Lawyers note the kinds of grievances the firm allegedly withheld are what potential clients look at when choosing advisors.

The "father of the index fund" was famously skeptical that exchange-traded funds would encourage risky and speculative stock market bets.

As more women generate and steward great wealth, they must also strive to develop and maintain financial wellness. The wealth management industry has a vital role to play in helping dynamic women on their journey.

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.