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The increase would "ensure that the wealthy and big corporations pay their fair share" at a level that also "rewards investment in America's innovators, founders and small businesses," Harris said.

These eight firms are using AI and technology to build stronger connections with clients and build business at scale.

Snappy Kraken's email builder helps advisors communicate with clients, who are opening those messages at high rates.

The Orion Compare tool offers real-time insights on portfolio changes and works up talking points for clients.

WEALTHAWK is giving advisors data on prospects with "money in motion" events.

Nationwide is developing interactive, personalized training programs in the metaverse.

RBC Wealth's Campaign Central is making advisor emails irresistible for clients.

RBC Wealth's Insights tool gathers data to help advisors deepen client relationships.

Savvy Wealth is giving advisors real-time insights on when their clients may need them most.

DNA Behavior's onboarding tool creates digital proxies of clients to determine behavioral finance traits.

FP Alpha's Estate Snapshot turns client documents into opportunities for holistic planning.

The giants of the channel grabbed most of the spots in the rankings, but some of their smaller or midsize rivals are also expanding quickly.

The Trump campaign is proposing a grab bag of tax cut proposals that could collectively cost as much as $10.5 trillion over a decade.

The move is the latest salvo in an escalating tax policy duel between Harris and Trump, with high stakes for the American economy.

AssetLink is using AI and machine learning to better analyze data on clients and match them with the right advisors.

How do financial advisors work with elder law attorneys or aging life care managers to support your clients?

As the presidential campaign heats up, a tax expert is weighing in with his thoughts about the child tax credit and other proposals.

Wealth management firms are facing scrutiny from investors over their investing choices and missed signs of fraud, in our latest look at the legal issues in wealth management.

Property owners, entrepreneurs and parents can tap into savings available through credits, deductions and exemptions during the sunny season.

Rising financial advisor productivity came with much better pay at these independent brokerages.