Joe Biden

2022 was full of under-the-radar revolutions for the way Americans retire. Here's what happened and what it means for 2023.

Lawyers see many reasons for concern when discussing the asset class with investors, but not enough to avoid talking about it and learning about it.

Funding from the American Rescue Plan has saved multiemployer pensions, for now. But experts say much work remains to be done.

A crucial loss of support for a bill co-sponsored by 200 House Democrats reflects the worsening political calculus for fixing the program’s solvency.

With class actions up for appeal and a daunting process facing some ex-servicemembers, the Biden administration faces tests of its commitment to equality.

The policy issues grow more urgent every year, but lawmakers haven’t passed any significant legislation for nearly 4 decades.

Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.

Senators will likely push Gary Gensler, tapped to lead the SEC, for his views on the recent market mania that roiled shares of GameStop and other stocks last month.

Consumer advocates are calling for Gary Gensler to toss out Reg BI as wealth managers aim to keep the prior administration’s rule in place.

If confirmed by the Senate, the former CFTC chairman would be the new administration’s front-line regulator for Wall Street.

Some advisors say they’re busier than ever in the last weeks of 2020.

The regulation permits more exemptions from fiduciary duties, but may itself be replaced by the incoming Biden administration.

Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.

There are still plenty of challenges and potential changes on the horizon. Here’s what to watch for.

The potential for higher rates in 2021 is real, but exactly what the rate would be, and who would pay those rates, is far from certain.

It's typically advised to shift income into the future to reduce tax bills for the current year. But experts say that may not be the best approach.

The outcomes of two elections in Georgia that are scheduled for Jan. 5 are expected to determine the balance of power in the Senate and may also have an impact on the kind of tax planning that accountants should be advising their clients to do.

Existing regulations that protect investors and deliver clarity to the industry must be preserved by the incoming administration, writes Financial Services Institute CEO Dale Brown.

Whether the law changes next year or in 2025, wealthy clients can save by using the generous provisions now.

Democrat Joe Biden is expected to name his SEC chairman pick in the coming weeks.