News Feed

A recent report has found that the majority of cryptocurrency holders are aware transactions are taxable and want to comply, but struggle with actually doing so.

Women often evaluate financial decisions through the lens of community and relationships. Advisors who adapt their approach can improve retention and boost referral-driven growth.

Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.

A recent downturn has highlighted the external factors weighing on the price, but experts say the fundamentals haven't changed.

The new state income tax is expected to make Washington munis, which are exempt, more attractive for high-earning residents.

Tax planning is becoming a more popular holistic offering for financial advisors, but tax time can become hectic.

Wealth management firm Americana Partners acquired NRT Consulting, a full-service financial consulting and accounting firm, on Tuesday.

State and local tax burdens vary widely depending on how taxes are structured. A new WalletHub study provides a definitive ranking.

The bank is pushing wealth managers to use artificial intelligence embedded in Salesforce and Zoom to plan, summarize and follow up on client meetings.

Long-term financial security isn't always served by capturing the biggest account assets. Here's how financial advisors can best serve divorcing clients.