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A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

After an exhausting presidential campaign, here are the key policy, investment strategy and practice management topics for financial advisors and their clients.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

The return of the former president to the White House gives him an opportunity to deliver on his many tax promises.

Adam Schiff, known as a pro-cryptocurrency lawmaker, has also introduced bills that would regulate "revolving door" employment at banking regulators.

At the start of November, wealth managers and their clients stood watching and waiting as America decided its next president.

Firms such as Carson Group, Morgan Stanley, Morningstar and Merrill are taking vastly different approaches to naming their AI assistants, with some preferring a human name, a male name or simply no human identifier.

A recent FINRA Investor Education Foundation report, "How Gen X Compares Financially to Other Generations: Doing Alright but Feeling Bad," found few born between 1965 and 1980 reported positive feelings about their financial situation.

The regulators' organization is also seeking to let state regulators enforce the same Reg BI conduct standard that federal watchdogs now apply to broker-dealers.

The two firms are among the many wealth managers now being sued over allegations that they failed to obtain fair returns for their clients on their uninvested cash.