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A recent Social Capital Markets report found that 71% of social media financial advice is misleading.

To the Internal Revenue Service, Roger Ver symbolizes a new target in the digital age: a crypto holder suspected of failing to pay taxes after selling tokens.

Big firms would be paying $415,000 a year more by 2029, while most brokers would see a far smaller hit.

Alex Preece is the CEO & co-founder of Tillo.

Advisors who have volunteered their time and expertise said they have reaped the rewards along with those they have served.

Harmon Kong wrote a book about wealth that doesn't include any financial jargon. He argues discussions between parents and their kids hold much more value.

For many investors, Donald Trump's re-election was an emotional shock. Here's how financial advisors can help keep their finances on track.

The Innovation in Wealth Management AI Awards will recognize and celebrate outstanding individuals' and firms' achievements in developing technology and implementing solutions that improve the growth and scalability of wealth firms, and enhance client engagement and experience.