Special Program Root Tag

A week ahead of inauguration day, Scott Colbert, executive vice president, director of fixed income and chief economist at Commerce Trust, takes a look at how the Federal Reserve and the economy will fare in President-elect Donald Trump's second run in the White House.

From cryptocurrency to Medicare, 2025 is likely to be a year of change. Here's what nine experts are forecasting.

American households' net worth jumped by 2.9% in the third quarter of 2024, reaching $168.8 trillion — a new record.

In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.

CFRA Research analysts predict the incoming Republican administration and houses of Congress will make waves in ETF investing.

Experts say financial advisors and wealth management professionals can do a lot of good — and advance their businesses — by promoting financial literacy.

From those with no corporate tax at all, to those that tax everything they can — a guide to most and least competitive states when it comes to taxing businesses.

President-elect Donald Trump will loom large over financial services next year. But new CEOs at Vanguard and LPL Financial, new heads of professional organizations and other key players will also drive change.

A young wealth manager has a vision for his new firm, but not every prospect fits into it. Should he be flexible about his client base, or stick to his target demographic?

Top items include the fallout of a massive continuing education cheating scheme, UBS' pay cuts for producers across the organization and more.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

"This will be the best economy of our lifetime," said one financial advisor in an unusually upbeat Arizent survey.

Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.

The New York firm is No. 1 on Financial Planning's list of the best RIA workplaces. Here's how it got there.

Which registered investment advisors have the best work culture? Here are the top 52, according to the employees themselves.

States that do not assess the major taxes are more competitive than states with complex taxes with high rates.

Oden, head of U.S. wealth, private banking, asset management and premier banking at HSBC, was one of the first in the industry to build an online wealth management platform.

With interest rate easing cycles, geopolitical risk and post-election policies, experts looked forward to what's ahead in the new year.

President-elect Donald Trump is bringing numerous changes to wealth management with his return to the White House, from the Tax Cuts and Jobs Act to Social Security.

The IRS introduced changes to certain contribution limits to 401(k) and retirement plans for 2025, while some limits will remain the same.