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A magistrate judge finds the clients' family failed to put forward 'legally sound' claims that JPMorgan breached any duties by putting an elderly couple into risky securities tied to oil and gas.

With tax authorities scrutinizing partnerships, CPAs and tax pros need to think more strategically about filing for extensions.

Ameritrade, Schwab topple Vanguard, T. Rowe Price in J.D. Power's 2024 investor satisfaction survey; rankings had a shake-up as DIY investors demand more personalized service.

The lawyers representing the claimants in a recent FINRA arbitration case say they have scores of clients still seeking to secure pay they contend they're owed after departing for another firm.

Donald Trump's company's recent IPO, stock surge and decline are prime examples of what to watch for. Here are the three red flags that signal something is too good to be true.

Products with much higher yields than sweep, checking or savings accounts are available, but research suggests some advisors are missing the opportunity.

Industry leaders will show how to safely and effectively integrate AI at Financial Planning's new conference, ADVISE AI. Registration is now open for the October two-day event.

A study from the St. Louis Fed shows unequal playing field in the U.S., where never-married Black women own 8 cents for every $1 held by unmarried white men.

Companies using artificial intelligence have a long way to go before people will fully trust them to help with their taxes, according to a recent poll.

The $72 trillion generational handover demonstrates the undeniable momentum of Black wealth in the U.S.