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Last year set a record for mergers and acquisitions among advisory firms. Industry experts expect more of the same in 2025, driven by a desire for client and asset growth.

The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

Lakesha Williams is a wealth strategist, financial literacy advocate and chief empowerment officer at financial education platform Dear Lakesha.

Equipped with an MBA and more than 20 years of experience in the banking industry and specializing in wealth management, she is on a mission to empower and educate women seeking financial freedom and security.

Warren Buffett said the company has paid the U.S. government more than $101 billion in taxes since he took the helm 60 years ago, more than any other company in history.

Data from the February Financial Advisor Confidence Outlook found that President Donald Trump's policies are making advisors rethink portfolio allocations.

Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to face increased competition from other groups.

Mike Manalac is a CPA with experience at small, Top 20 and Big Four accounting firms and industry-leading Fortune 500 companies. He is currently an accounting manager at Google, as well as the author and illustrator of the No Flux Given playbook. He also pioneered the introduction of the virtual whiteboard to the accounting world. Reach him at www.mikefromaccounting.com.

Indraneel Chakraborty is a professor in the finance department at Miami Herbert Business School. He has worked for Citadel Investments and Citigroup Global Markets fixed-income divisions.

Dividend strategies can provide steady returns over time with less volatility, but growth-oriented stocks can also be an attractive option.