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Carla Sanchez-Adams is a senior attorney for the National Consumer Law Center.

SmartAsset tracked “organic” growth to see which advisor firms added the most clients and AUM over the past three years.

The bill, which would tax unrealized gains, is not part of the tax and climate deal announced earlier this week.

Senator Joe Manchin and Majority Leader Chuck Schumer have struck a deal on a tax, energy and climate bill, breaking a deadlock on the Democrats’ long-sought legislation to enact major parts of President Joe Biden’s agenda.

Following another strong quarter for wealth management, here's what Goldman Sachs will do next in its hunt for the almost wealthy, and why it matters.

CEO Jim Cracchiolo views incoming advisors as “a continued good opportunity” for the firm, he told analysts on an earnings call.

The CFP exam is no cakewalk. Here are practical tips from the pros on how to clear the career hurdle.

A Mexican-American couple who sought safety and diversification north of the border say they found fraud, negligent supervision and concealment.

As the Federal Reserve implemented its second 0.75% rate hike in two months, the chair said the system is able to withstand any financial stability risks that rising rates might create. 

After Bernie Madoff's infamous Ponzi scheme, Congress formed a whistleblower program to prevent future scams. Now critics say the program itself has become "secretive and out of control."