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Findings from the recent Financial Advisor Confidence Outlook found that more than a quarter of advisors modify portfolio strategy based on the client's gender.

For clients facing an unexpected federal job loss, here's five tangible ways financial advisors can provide guidance.

With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.

Sam Sullivan is senior account manager of equipment funding at Summit Funding Group, an Ohio-based lender specializing in lease financing for health facilities nationwide.

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.

Edgar J. Garrett Jr. is a professor of legal studies, college of business at East Texas A&M-Commerce.

Augustine C. Arize is regents professor of economics and business management at East Texas A&M-Commerce.

Anger, frustration and uncertainty have reigned as clients who previously felt secure in their positions are suddenly dealing with having everything called into question.

Jared joined ADP Research in 2023 as a Research Analyst. He brings with him a lifelong passion for the social sciences and a desire to better understand and contribute in a meaningful way to the world of work.