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Both presidential candidates have floated it, and there are benefits for both workers and employers — though not always how you'd expect.

Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.

Small-cap funds may be an attractive element of a diversified portfolio, but you wouldn't necessarily know that looking at the data from this year.

The new rule comes after advisors had expressed concerns about personal safety and data privacy.

These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.

Between updated rules on cryptocurrencies from the Internal Revenue Service and Vice President Harris' growing electoral support, here are recent items most important to the financial planning industry.

The guidance in Notice 2024-63 is for employers that want to employees' student loan payments.

Savvy Wealth CEO Ritik Malhotra said the tech-backed platform focuses on building tools not just for the advisor, but for every person helping them.

The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.

The deal marks the fourth purchase for CW Advisors since a private equity firm bought a majority stake in it last year.