Practice

Anthropic lined up some of the biggest names in the industry for the rollout of Claude for Financial Advisors. But whether the tool is "revolutionary" or "just another integration," the hard work is just beginning for the AI firm and for its sole custody partner, Schwab Advisor Services.

State-level estate taxes can be imposed at much lower thresholds. From domiciles to the timing of moves, here's what financial advisors should keep in mind.

The Internal Revenue Service issued a warning about promoters selling fraudulent "Tribal Tax Credits" that don't actually exist under federal law.

From buried treasure to a "hot shot" hauling business on the road, advisors share the client retirement plans they never saw coming.

In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.

States from Utah to Maryland are getting tough with residents who register vehicles elsewhere to avoid taxes and fees at home.

As college costs rise, some clients who fear their children taking on early debt make too much to qualify their children for aid, but not enough to pay for school outright.

With three years of market appreciation buoying most advisors' revenue generation, Morgan Stanley says: Produce a bit more or see a small pay cut.

A new Vanguard and Escalent survey finds advisors are still using AI mostly for administrative tasks like meeting notes, even as firms plan to pour $1 trillion into the technology globally this year.