Special Program Root Tag

She mixed outspoken activism with business pragmatism, launching a bank that helped hundreds of African Americans buy homes in her longtime community.

Inspired by the examples of his grandmother and his mother, the Houston fixed-income legend launched one of the largest Black-owned investment management firms.

A reader in D.C. owes $12,000 across seven different credit cards. Can financial advisors help him dig himself out?

Putting financial security before relationships and wanting investments that don't harm their altruism are key to young investors.

Financial firms should consider partnering with universities, as well as prioritizing diversity, to recruit top talent in a competitive market.

Financial advisors are under pressure to provide guidance on more than just money while trying to maintain client relationships.

Corporations will be the beneficiaries of a reduction in the top marginal rate in all six states.

Understanding new retirement regulations and utilizing technology will help your firm grow.

The Federal Reserve expects to cut interest rates three times this year, some say as early as March, if data alllow those moves. Following the Jan. 30-31 FOMC meeting, Garrett Melson, portfolio strategist at Natixis Investment Managers Solutions, will provide his take on the meeting and Chair Jerome Powell's press conference.

A provision paying for breaks for parents and business owners has earned widespread praise, but an expert says financial advisors should be on alert.

Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?

The nuance around RIA compensation belies an often overheated debate and the ability for planners these days to make their own choices.

Taxpayers will benefit from a reduced top marginal rate in 13 states, but in two states the rate has increased.

The local environment for debt and income, cost of living, housing, and taxes can make a big difference when it comes to putting away money.

Financial Planning announces its 2024 class of the top 40 most productive employee wealth management brokers under age 40.

Financial Planning announces its 2024 class of the top 40 most productive employee brokers under age 40 at regional firms.

The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times.

A report from the Investments & Wealth Institute's journal explains the most important pending proposals from the SEC, the Labor Department and other regulators.

Possible threats to the pending proposal could play out in Congress and the courts before an increasingly consequential presidential race, an expert said.