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Dan Zhou, Ph.D., is an assistant professor of accountancy, and co-coordinator of the Gies Business Research Lab, at Gies College of Business at the University of Illinois Urbana-Champaign.

Mark Peecher, Ph.D., is the executive associate dean of faculty and research, and Deloitte Professor of Accountancy, at Gies College of Business at the University of Illinois Urbana-Champaign.

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.