Person Root Tag

Among the predictions: Trump's anti-regulation stance could put a damper on the burgeoning regtech market.

The Financial Select Sector SPDR ETF's $4.9 billion of inflows, the most it has amassed over one week in last three years, is one sign of "Trump-inspired bullishness," an analyst says.

Never make a major decision after a funeral, the financial advice goes, because grief can warp judgment. And much of the country might as well be wearing black.

How clients who get a head start covering certain costs can boost deductions. Plus, breaks that will likely disappear when Trump takes office.

What Trump and rising interest rates may mean for advisers.

The Fed chairwoman warned of the risks attached to waiting too long before raising rates.

After more than three-and-a-half years at the helm, Mary Jo White made incremental moves to expand advisor exams, but did not move on structural reform or implement a uniform fiduciary standard, as many advocates had hoped.

Advisers are betting that the president-elect’s promised tax cuts will come as early as next year, and they’re telling wealthy clients to move now to make the most of it.

The legal heads of both firms challenge arguments made against the ability of robo advisers to serve their clients.

While it’s early in the process, a number of names are being floated as possible contenders.

The commission will examine how digital advice platforms uphold fiduciary responsibilities and safeguard client data.

Tim Sloan acknowledged that there may have been instances in which employee complaints related to the bank's cross-selling practices may have been mishandled.

Advisers say clients have become much more hesitant about making new investments.

Experts and advisers weigh in on what to expect and how to discuss the future.

Trump's indirect plans for Social Security will take years to take hold — and if they don't work we'll be facing an even bigger challenge.

Officials might wait to get a sense of the fallout before making a decision on rate increases.

Confusion among affluent taxpayers could lead to new ways to help clients.

Although a partisan battle over internet access predated Trump’s candidacy, he provided a key boost to the issue, setting a stage for a larger fight still to come.

Here’s how to help prepare clients for what comes next.

"This has caught a lot of people off guard. We're all very surprised," said Karl Goody, a private wealth manager at Shaw and Partners.