Portfolio

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 outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.

The deal marks the fourth purchase for CW Advisors since a private equity firm bought a majority stake in it last year.

The federal funds rate is currently at 5.25% to 5.50%, the highest in over two decades, but many financial advisors and analysts see that falling as soon as next month.

Art loans function as lines of credit, so clients draw on them and pay them back as they can.

A FINRA study found nearly 400 firms, or 65% of the broker-dealers surveyed, have some hand in crypto assets and trading, as the once-novel asset class becomes normalized. But that still doesn't make it normal for regulators.

The first half of 2024 marked a record stretch for ETFs, but not all funds were lifted by the rising tide.

Slight shifts in the makeup of the biggest firms in the channel reflect a more complicated picture than sheer dominance by the giants at the top.

Missouri Secretary of State John Ashcroft's office said the ruling was "not just legally deficient but also morally wrong."

A belief in the exceptional nature of U.S. markets can blind advisors to clients' true risk tolerance.