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A costly provision of the Tax Cuts and Jobs Act of 2017 is in limbo as policy wonks call for either big changes or outright elimination of the policy.

J.P. Morgan Asset Management's automated tax services platform, 55ip, has rapidly expanded with partners including BlackRock, Fidelity and Raymond James Financial as demand to manage client taxes accelerates.

Advisors suggested emphasizing that investment management and financial planning work hand in hand.

A recent UBS Investor Watch report highlights a deeply divided country in which many view the economy as the main issue this election season.

Between the Internal Revenue Service's final rules on minimum distributions and proposed regulations on auto enrolling for Individual Retirement Accounts, here are top retirement landscape changes to be mindful of.

The president of Integrated Partners reflects on how working through a misstep led to a life lesson — one that built a foundation for a solid career.

Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.

The prospect of lower interest rates from the Federal Reserve helped buoy outlooks.

After cutting rates 50 basis points in September, the Federal Open Market Committee meets after Election Day to determine monetary policy. Gary Pzegeo, head of fixed income at CIBC Private Wealth U.S., provides his take on the latest move.

Christopher Stroup was a petroleum engineer before becoming a financial advisor. Now a 2024 Rising Star, he has dedicated his career to providing LGBTQ clients and entrepreneurs with quality financial advice.

These seven financial advisors — career changers, innovators and community leaders — are changing wealth management. Here are their stories.

Our annual list of the 25 most powerful women in finance.

PureFacts Financial, a revenue management platform for wealth managers, is diving deeper into AI tools to help detect revenue streams beyond the typical fee-based structure.

Those aged 25 and younger have an average 401(k) balance account of $7,351 and a median balance of $2,816.

Getting clients to focus on a longer time frame for their investments can be challenging in the age of micro attention spans and instant gratification.

Most firms are limited liability corporations these days, but a significant chunk of older firms are c-corporations. Experts share the key factors involved with the options.

These two demographics are expanding their wealth and savings, despite economic challenges that cut across their age groups.

Racquel Oden, HSBC's head of wealth and personal banking in the U.S., talks about how to guide clients through a year of political and economic upheaval.

With the increasing use of artificial intelligence-powered tools across the industry, experts remain confident that the technology could usurp human professionals, but isn't quite there yet.