Practice

Decisions about which type of repayment plan to use and whether to file jointly or separately carry important implications for borrowers, experts said.

The head of private wealth management in the Americas says he was once skeptical of the idea of the "great wealth transfer." No longer.

There are important nuances to note in the relatively straightforward requirements of the rule.

Independent advisors deal with clients' tax woes as well as their own. Year-round planning can lower stress levels.

In one case, an ex-advisor is accused of defrauding clients with disabilities and spending their money on casinos and adult entertainment, among other things.

Advisors identified the SEC's new marketing rule as the "hottest" regulatory topic for the third year in a row.

To ensure their employees' financial wellness, emphasizing financial literacy is key.

Plus, Future Proof unveils demo drop finalists and RFG adds AI to its platform.

Whether it's due to a health problem or a layoff, many Americans don't get to choose when they leave the workforce. Advisors can help them be ready.

The Wall Street giant struggles amid plans to rely less on its own balance sheet and more on fees from managing others' investments.