Special Program Root Tag

Bankers still mostly back Republicans, according to Federal Elections Commission data, but the Biden administration is centering its pitch for support on the economy, regulatory stability and promising higher taxes for the wealthy and corporations.

A client plans to leave an inheritance only for their biological children, icing out the adopted ones. Is their financial advisor obligated to help — or speak out?

These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.

Without government intervention, it's estimated that Medicare funds will run out by 2036.

Worried about the upcoming U.S. presidential election, Goldman Sachs family office clients consider hindsight options.

LPL Financial topped the list, but the next five firms in these rankings of the 10 that picked up the most brokers from rivals are wirehouses and employee brokerages.

The meaning of independence takes on many different forms for these 10 financial advisors, wealth management executives, entrepreneurs and other experts.

With brokerages, consolidation, lawsuits and more, independence ain't what it used to be. Advisors who want to break away must contend with ever-changing options and obstacles to define their own version of independence.

Where are residents the most giving? Check out this ranking, which tracks the states with the most charitable donations, as well as volunteering and service.

Trump and his advisors have floated plans — on immigration, trade, taxes and the Federal Reserve — that could significantly alter the current calculus.

Arkansas and Alaska are among the states where residents have the least financial literacy, according to a new report.

The regulatory consultant Hearsay Systems found that financial professionals have increased their production of online videos by nearly threefold. That doesn't mean the message is getting through to the intended audience.

The research-driven program recognizes RIAs with superior company practices, programs and benefits.

The research-driven program recognizes brokerages with superior company practices, programs and benefits.

The research-driven program recognizes money managers with superior company practices, programs and benefits.

A young engineer hopes his investments will grow, not his tax bill. What can he do to ward off Uncle Sam?

Nervous investors often ask how the presidential election will affect their portfolios. New research offers a simple way to reassure them: Look at the numbers.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

The top state in the ranking received a total score for financial literacy of 72.46 out of 100.