Banco Popular de Puerto Rico

Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.

Decisions about which type of repayment plan to use and whether to file jointly or separately carry important implications for borrowers, experts said.

The industry is getting advisors ready for the great wealth transfer, but next-generation clients will need plenty of guidance too.

In the second quarter of 2023, Stifel's profits were down from last year — except for its Global Wealth Management unit, which saw record growth.

Plus, portfolio construction upgrades from iCapital, an AI advisor platform from Savvy and two new leaders at eMoney.

As revenues fell for other companies, Raymond James' earnings reached new heights — including for its wealth management division.

Anna N'Jie-Konte discusses how advisors can grow their business by offering customized services to student loan borrowers and their families.

Northwestern Mutual's Planning & Progress Study reveals Americans with an advisor are much more confident about their financial futureS, yet only 37% work with one.

The company's earnings soared in the second quarter. Dan Arnold's team has more ideas in the works for further growth.

In an industry where women are still heavily underrepresented, here's what firms can do to attract and retain female talent.