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The Federal Trade Commission says it's weighing a likely appeal of the ruling.

Floating rate deals could spell the end of a golden age for direct lending.

Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.

Small-cap funds may be an attractive element of a diversified portfolio, but you wouldn't necessarily know that looking at the data from this year.

The new rule comes after advisors had expressed concerns about personal safety and data privacy.

These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.

Workers are less satisfied with their job and looking for other opportunities.

Between updated rules on cryptocurrencies from the Internal Revenue Service and Vice President Harris' growing electoral support, here are recent items most important to the financial planning industry.

The guidance in Notice 2024-63 is for employers that want to employees' student loan payments.

Savvy Wealth CEO Ritik Malhotra said the tech-backed platform focuses on building tools not just for the advisor, but for every person helping them.