Special Program Root Tag

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.

The former Amazon project manager now caters his firm to serving tech professionals.

Millionaires only accounted for 0.22% of total returns filed this year for the 2023 tax season.

Several advisors answered the call with their strategies for tackling this potentially sticky situation.

However, financial advisors have been trying to ease client fears by taking a longer view.

Both presidential candidates have floated it, and there are benefits for both workers and employers — though not always how you'd expect.

These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.

Between updated rules on cryptocurrencies from the Internal Revenue Service and Vice President Harris' growing electoral support, here are recent items most important to the financial planning industry.

The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.

Vice President Kamala Harris and former President Donald Trump have laid out widely divergent plans for handling the sunset date for many parts of the TCJA.

Vice President Kamala Harris outlined a raft of populist economic proposals in her first major economic speech since securing the Democratic presidential nomination, including some aimed at lowering housing costs and boosting supply.

Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.

Harris economic proposals envision tax cuts and subsidies

Slight shifts in the makeup of the biggest firms in the channel reflect a more complicated picture than sheer dominance by the giants at the top.

Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.

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

The largest firms enjoy distinct advantages, to be sure. But many small and midsize independent wealth management firms have an edge, too.