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The pandemic-related tax provision permits more people to deduct donations to qualifying charities on their 2021 federal income tax return.

Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.

The second year of the pandemic unleashed unprecedented exogenous challenges for financial companies heading into 2022. What core trends will shape the industry moving forward?

The U.S. brokerage arm of the Swiss bank must pay damages under a FINRA arbitration case otherwise found to be ‘clearly erroneous.’

Consolidation, an aging broker workforce, pivots by advisors away from Wall Street wirehouses and a move to fee-based services are driving the slow but steady trend.

When a spouse needs long-term institutionalization, it may preserve assets for the healthy partner and for heirs — but there are downsides.

A new report from the House Financial Services Committee offers the first ever glimpse into the demographics of the largest fund companies.

Here's what you missed this week in wealth management.

Advisors and researchers have spent years analyzing the connection between how clients’ wellness affects portfolio decisions. Here’s how far they’ve come, and why learning more is crucial.

Advisors must grasp the nuances of cryptocurrency products to explain them to clients in layperson’s terms.