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Time is running out for nearly 940,000 individuals to claim refunds from 2020, with a May 17 deadline approaching for filing the necessary tax returns.

Recruiting female athletic talent can help secure the short- and long-term health of wealth management, writes a Morgan Stanley executive who is a former equestrian.

After the SEC approved 11 bitcoin exchange-traded funds in January, clients may have more interest in the asset, but still have plenty of questions and concerns.

The central bank is holding fast to its plan for three rate cuts, even as inflation remains stubborn. But is a soft landing still likely?

The Senate Finance Committee held a hearing to discuss the Biden administration's recently unveiled budget and tax proposals, as tax experts try to predict what will happen after the election.

Some wealth managers see themselves as playing a distinct role in helping investors navigate the treacherous waters of private equity, credit and real estate.

A financial services executive discusses why a lack of representation in the space could put more women at risk of financial ruin.

For many facing the post-career phase of their lives, retirement is less about finance and more about the need for continued meaning and purpose.

The surprise new winner of a closely tracked customer report card surged to the top spot from No. 14 in a year of positive marks reflecting rising stock values.

Alison Nest says wealth managers can play a particularly useful role in helping investors navigate the intricacies of private equity, private credit and similar investments.