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Though fewer people are writing checks, banks of all sizes are seeing a massive increase in check fraud since 2020. Recouping losses from bad checks is pitting banks against each other, and regulators may have to weigh in.

Before hitting send, give your emails a look to see if you're using these passive aggressive phrases to communicate with coworkers.

Research suggests that 25% of the population will spend at least an hour a day in the metaverse in just a few years, opening the door for scammers to find new marks.

Long maligned as spendthrift avocado toast eaters, millennials are now rapidly gaining wealth and looking for financial advice. Here's how advisors can draw them in.

As part of a long-term industry shift, firms like Ameriprise, Commonwealth and Northwestern Mutual get most of their business from advisory fees.

Young advisors have the fresh perspective needed to create inclusive firms that appeal to the evolving investor.

If you've never gone through one, the idea of an audit can be scary. Here's how to keep your cool and guide your firm through the process.

Those with a net worth of $166,000 or less before the pandemic are in the strongest relative financial position in a generation.

Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.

Meg Carpenter, founder and CEO of FiComm partners, discusses the difficulties RIAs have in marketing themselves, the ways in which these entrepreneurs can build on their strengths to reach clients, and how to harness technology to boost their own profiles.

Despite the slow pace of change on the representation of women, there are some standout independent wealth managers and some signs of progress.

Unlocking wealth from investment properties and using a "six-month nudge" strategy to delay claiming Social Security benefits are just two ways advisors are helping clients with retirement planning.

There are several opportunities for a workforce to upskill and reskill, and create added value for employers and employees alike.

Financial advisors and other experts offer their tips for preparing a nest egg, whether retirement is months, years or decades away.

Join Peter O'Neill, Director and Senior Fixed Income Portfolio Manager, at Bank of America, and Blake Lynch, Head of Business Development, IMTC, as they discuss the role of separately managed accounts in the muni market with The Bond Buyer's Lynne Funk.

Serving a single family can be a complex — but profitable — niche.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.

Eighty-seven percent of mentors and mentees feel empowered by those relationships and have developed greater confidence at work.

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.

These are the largest firms with financial advisors who work with broker-dealers but aren't their employees.